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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 | $11,225 | $91,179-87.7% | $178,499-93.7% | $79,852-85.9% |
| Participation rate | 61.1% | 69.2%-8.1pp | 81.9%-20.8pp | 69.6%-8.5pp |
| Annual return | 21.77% | 24.19%-2.4pp | 151.10%-129.3pp | 31.72%-9.9pp |
| Employer contribution / active EE | $1,413 | $3,256-56.6% | $5,011-71.8% | $2,471-42.8% |
| Participant deferral / active EE | $2,232 | $3,236-31.0% | $5,202-57.1% | $3,740-40.3% |
| Admin fee / account holder | $440 | $6,749-93.5% | $13,986-96.9% | $5,306-91.7% |