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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 | $9,498 | $78,707-87.9% | $117,861-91.9% | $70,126-86.5% |
| Participation rate | 53.0% | 73.2%-20.2pp | 79.7%-26.6pp | 69.5%-16.5pp |
| Annual return | 13.95% | 23.30%-9.3pp | 335.11%-321.2pp | 73.15%-59.2pp |
| Employer contribution / active EE | $620 | $2,223-72.1% | $3,786-83.6% | $2,343-73.5% |
| Participant deferral / active EE | $1,632 | $3,297-50.5% | $4,482-63.6% | $3,332-51.0% |
| Admin fee / account holder | $3,505 | $5,066-30.8% | $8,021-56.3% | $4,645-24.6% |