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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 | $11,622 | $78,423-85.2% | $95,964-87.9% | $79,856-85.4% |
| Participation rate | 69.0% | 73.5%-4.5pp | 77.1%-8.1pp | 69.6%-0.6pp |
| Annual return | 14.65% | 19.37%-4.7pp | 91.64%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $585 | $1,945-69.9% | $2,541-77.0% | $2,471-76.3% |
| Participant deferral / active EE | $1,730 | $3,440-49.7% | $4,167-58.5% | $3,741-53.8% |
| Admin fee / account holder | $2,519 | $5,622-55.2% | $6,797-62.9% | $5,306-52.5% |