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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 | $11,885 | $91,198-87.0% | $178,503-93.3% | $79,856-85.1% |
| Participation rate | 34.6% | 69.2%-34.6pp | 81.9%-47.3pp | 69.6%-35.0pp |
| Annual return | 11.21% | 24.20%-13.0pp | 151.12%-139.9pp | 31.71%-20.5pp |
| Employer contribution / active EE | $811 | $3,257-75.1% | $5,011-83.8% | $2,471-67.2% |
| Participant deferral / active EE | $2,696 | $3,237-16.7% | $5,202-48.2% | $3,741-27.9% |
| Admin fee / account holder | $3,626 | $6,748-46.3% | $13,987-74.1% | $5,306-31.7% |