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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 | $10,603 | $50,554-79.0% | $67,681-84.3% | $87,485-87.9% |
| Participation rate | 51.0% | 67.7%-16.7pp | 73.7%-22.7pp | 68.9%-18.0pp |
| Annual return | 17.93% | 17.81%+0.1pp | 590.58%-572.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $649 | $1,988-67.3% | $2,678-75.8% | $2,596-75.0% |
| Participant deferral / active EE | $1,163 | $2,961-60.7% | $3,976-70.8% | $4,274-72.8% |
| Admin fee / account holder | $2,668 | $4,132-35.4% | $6,100-56.3% | $7,775-65.7% |