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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 | $9,142 | $50,554-81.9% | $67,681-86.5% | $87,485-89.6% |
| Participation rate | 58.3% | 67.7%-9.4pp | 73.7%-15.4pp | 68.9%-10.6pp |
| Annual return | 17.60% | 17.81%-0.2pp | 590.58%-573.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $749 | $1,988-62.3% | $2,678-72.0% | $2,596-71.1% |
| Participant deferral / active EE | $1,140 | $2,961-61.5% | $3,976-71.3% | $4,274-73.3% |
| Admin fee / account holder | $466 | $4,132-88.7% | $6,100-92.4% | $7,775-94.0% |