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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 | $10,423 | $58,828-82.3% | $78,002-86.6% | $62,881-83.4% |
| Participation rate | 37.5% | 71.1%-33.6pp | 75.5%-38.0pp | 69.3%-31.8pp |
| Annual return | 5.82% | 17.16%-11.3pp | 425.99%-420.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $739 | $1,672-55.8% | $2,470-70.1% | $2,281-67.6% |
| Participant deferral / active EE | $1,522 | $2,686-43.3% | $3,497-56.5% | $3,203-52.5% |
| Admin fee / account holder | $3,549 | $4,393-19.2% | $5,481-35.2% | $4,296-17.4% |