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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 | $55,457-80.9% | $77,361-86.3% | $94,015-88.7% |
| Participation rate | 51.0% | 69.8%-18.8pp | 75.0%-24.0pp | 70.8%-19.8pp |
| Annual return | 17.93% | 15.57%+2.4pp | 1011.54%-993.6pp | 17.84%+0.1pp |
| Employer contribution / active EE | $649 | $2,255-71.2% | $2,990-78.3% | $2,790-76.7% |
| Participant deferral / active EE | $1,163 | $3,069-62.1% | $3,911-70.3% | $4,249-72.6% |
| Admin fee / account holder | $2,668 | $4,334-38.4% | $5,894-54.7% | $8,951-70.2% |