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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 | $13,613 | $85,171-84.0% | $172,753-92.1% | $72,976-81.3% |
| Participation rate | 42.3% | 70.1%-27.8pp | 82.6%-40.3pp | 69.5%-27.2pp |
| Annual return | 27.53% | 27.32%+0.2pp | 803.00%-775.5pp | 81.02%-53.5pp |
| Employer contribution / active EE | $732 | $3,324-78.0% | $5,144-85.8% | $2,440-70.0% |
| Participant deferral / active EE | $1,413 | $3,260-56.7% | $5,198-72.8% | $3,608-60.8% |
| Admin fee / account holder | $879 | $5,880-85.1% | $13,956-93.7% | $5,124-82.8% |