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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 | $10,576 | $53,128-80.1% | $86,582-87.8% | $70,126-84.9% |
| Participation rate | 58.1% | 65.3%-7.2pp | 73.5%-15.5pp | 69.5%-11.5pp |
| Annual return | 15.95% | 27.66%-11.7pp | 965.08%-949.1pp | 73.15%-57.2pp |
| Employer contribution / active EE | $238 | $2,068-88.5% | $2,839-91.6% | $2,343-89.8% |
| Participant deferral / active EE | $2,488 | $2,695-7.7% | $3,609-31.1% | $3,332-25.3% |
| Admin fee / account holder | $1,621 | $3,584-54.8% | $4,904-67.0% | $4,645-65.1% |