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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 | $10,970 | $63,346-82.7% | $92,240-88.1% | $70,126-84.4% |
| Participation rate | 58.1% | 68.7%-10.6pp | 76.5%-18.4pp | 69.5%-11.5pp |
| Annual return | 17.51% | 530.19%-512.7pp | 176.29%-158.8pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,087 | $2,471-56.0% | $3,680-70.5% | $2,343-53.6% |
| Participant deferral / active EE | $1,936 | $2,854-32.2% | $3,897-50.3% | $3,332-41.9% |
| Admin fee / account holder | $324 | $3,841-91.6% | $5,194-93.8% | $4,645-93.0% |