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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 | $12,815 | $91,198-85.9% | $178,503-92.8% | $79,856-84.0% |
| Participation rate | 24.5% | 69.2%-44.7pp | 81.9%-57.4pp | 69.6%-45.2pp |
| Annual return | 17.31% | 24.20%-6.9pp | 151.12%-133.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $395 | $3,257-87.9% | $5,011-92.1% | $2,471-84.0% |
| Participant deferral / active EE | $1,397 | $3,237-56.8% | $5,202-73.2% | $3,741-62.7% |
| Admin fee / account holder | $666 | $6,748-90.1% | $13,987-95.2% | $5,306-87.4% |