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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 | $12,884 | $84,236-84.7% | $170,435-92.4% | $70,126-81.6% |
| Participation rate | 41.8% | 70.8%-29.1pp | 83.6%-41.8pp | 69.5%-27.8pp |
| Annual return | 17.15% | 23.06%-5.9pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,187 | $3,387-65.0% | $5,432-78.1% | $2,343-49.3% |
| Participant deferral / active EE | $2,126 | $3,086-31.1% | $4,939-57.0% | $3,332-36.2% |
| Admin fee / account holder | $586 | $5,698-89.7% | $13,881-95.8% | $4,645-87.4% |