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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 | $10,999 | $58,888-81.3% | $178,499-93.8% | $73,493-85.0% |
| Participation rate | 39.5% | 66.2%-26.8pp | 81.9%-42.5pp | 70.7%-31.2pp |
| Annual return | 14.95% | 24.86%-9.9pp | 151.10%-136.1pp | 28.51%-13.6pp |
| Employer contribution / active EE | $733 | $2,236-67.2% | $5,011-85.4% | $2,270-67.7% |
| Participant deferral / active EE | $1,038 | $2,568-59.6% | $5,202-80.1% | $3,740-72.2% |
| Admin fee / account holder | $4,948 | $400+1136.0% | $13,986-64.6% | $513+864.4% |