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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 | $11,218 | $77,638-85.6% | $156,551-92.8% | $62,881-82.2% |
| Participation rate | 66.7% | 71.2%-4.5pp | 84.0%-17.3pp | 69.3%-2.6pp |
| Annual return | 12.30% | 50.33%-38.0pp | 32.23%-19.9pp | 20.14%-7.8pp |
| Employer contribution / active EE | $680 | $3,444-80.3% | $5,501-87.6% | $2,281-70.2% |
| Participant deferral / active EE | $2,670 | $3,046-12.3% | $4,871-45.2% | $3,203-16.6% |
| Admin fee / account holder | $575 | $5,561-89.7% | $13,028-95.6% | $4,296-86.6% |