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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 | $10,688 | $63,861-83.3% | $104,639-89.8% | $79,856-86.6% |
| Participation rate | 37.7% | 64.9%-27.2pp | 74.1%-36.4pp | 69.6%-31.9pp |
| Annual return | 12.93% | 21.30%-8.4pp | 340.67%-327.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $496 | $1,588-68.8% | $2,682-81.5% | $2,471-79.9% |
| Participant deferral / active EE | $1,467 | $2,693-45.5% | $3,738-60.7% | $3,741-60.8% |
| Admin fee / account holder | $1,552 | $4,185-62.9% | $6,465-76.0% | $5,306-70.8% |