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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 | $13,256 | $91,179-85.5% | $178,499-92.6% | $79,852-83.4% |
| Participation rate | 40.5% | 69.2%-28.7pp | 81.9%-41.4pp | 69.6%-29.1pp |
| Annual return | 24.31% | 24.19%+0.1pp | 151.10%-126.8pp | 31.72%-7.4pp |
| Employer contribution / active EE | $670 | $3,256-79.4% | $5,011-86.6% | $2,471-72.9% |
| Participant deferral / active EE | $1,206 | $3,236-62.7% | $5,202-76.8% | $3,740-67.8% |
| Admin fee / account holder | $324 | $6,749-95.2% | $13,986-97.7% | $5,306-93.9% |