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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 | $10,615 | $58,828-82.0% | $78,002-86.4% | $62,881-83.1% |
| Participation rate | 57.6% | 71.1%-13.4pp | 75.5%-17.9pp | 69.3%-11.7pp |
| Annual return | 33.74% | 17.16%+16.6pp | 425.99%-392.2pp | 20.14%+13.6pp |
| Employer contribution / active EE | $921 | $1,672-44.9% | $2,470-62.7% | $2,281-59.6% |
| Participant deferral / active EE | $1,804 | $2,686-32.8% | $3,497-48.4% | $3,203-43.7% |
| Admin fee / account holder | $1,122 | $4,393-74.5% | $5,481-79.5% | $4,296-73.9% |