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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 | $11,206 | $52,961-78.8% | $172,752-93.5% | $65,185-82.8% |
| Participation rate | 48.7% | 66.2%-17.5pp | 82.6%-34.0pp | 70.2%-21.5pp |
| Annual return | 22.37% | 30.12%-7.8pp | 802.97%-780.6pp | 29.38%-7.0pp |
| Employer contribution / active EE | $711 | $2,190-67.5% | $5,144-86.2% | $2,177-67.3% |
| Participant deferral / active EE | $1,290 | $2,471-47.8% | $5,198-75.2% | $3,514-63.3% |
| Admin fee / account holder | $918 | $472+94.6% | $13,955-93.4% | $847+8.4% |