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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 | $12,690 | $52,580-75.9% | $71,671-82.3% | $70,126-81.9% |
| Participation rate | 53.4% | 60.9%-7.4pp | 68.7%-15.3pp | 69.5%-16.1pp |
| Annual return | 16.89% | 20.25%-3.4pp | 20.65%-3.8pp | 73.15%-56.3pp |
| Employer contribution / active EE | $481 | $1,616-70.2% | $2,460-80.4% | $2,343-79.5% |
| Participant deferral / active EE | $873 | $2,386-63.4% | $3,438-74.6% | $3,332-73.8% |
| Admin fee / account holder | $668 | $3,653-81.7% | $5,558-88.0% | $4,645-85.6% |