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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 | $11,090 | $47,944-76.9% | $67,834-83.7% | $62,881-82.4% |
| Participation rate | 56.5% | 61.1%-4.5pp | 68.8%-12.3pp | 69.3%-12.8pp |
| Annual return | 10.73% | 11.77%-1.0pp | 138.47%-127.7pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,043 | $1,562-33.2% | $2,403-56.6% | $2,281-54.3% |
| Participant deferral / active EE | $1,335 | $2,247-40.6% | $3,160-57.7% | $3,203-58.3% |
| Admin fee / account holder | $1,269 | $3,712-65.8% | $4,622-72.5% | $4,296-70.5% |