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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,011 | $36,767-64.6% | $81,473-84.0% | $62,293-79.1% |
| Participation rate | 22.4% | 54.4%-32.0pp | 68.0%-45.5pp | 69.5%-47.1pp |
| Annual return | 22.57% | 173.80%-151.2pp | 38.78%-16.2pp | 28.90%-6.3pp |
| Employer contribution / active EE | $371 | $1,128-67.1% | $2,568-85.5% | $2,042-81.8% |
| Participant deferral / active EE | $747 | $2,111-64.6% | $3,537-78.9% | $3,169-76.4% |
| Admin fee / account holder | $799 | $797+0.3% | $4,561-82.5% | $479+66.7% |