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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 | $11,738 | $44,425-73.6% | $67,834-82.7% | $55,167-78.7% |
| Participation rate | 20.2% | 59.7%-39.5pp | 68.8%-48.6pp | 69.0%-48.8pp |
| Annual return | 6.64% | 17.80%-11.2pp | 138.47%-131.8pp | 169.23%-162.6pp |
| Employer contribution / active EE | $423 | $1,351-68.7% | $2,403-82.4% | $1,963-78.4% |
| Participant deferral / active EE | $850 | $2,166-60.7% | $3,160-73.1% | $3,054-72.2% |
| Admin fee / account holder | $2,370 | $530+346.9% | $4,622-48.7% | $504+370.4% |