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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 | $11,085 | $65,361-83.0% | $92,903-88.1% | $72,983-84.8% |
| Participation rate | 37.5% | 68.3%-30.8pp | 76.0%-38.5pp | 69.5%-32.0pp |
| Annual return | 21.57% | 42.11%-20.5pp | 109.43%-87.9pp | 81.01%-59.4pp |
| Employer contribution / active EE | $608 | $2,594-76.6% | $3,653-83.4% | $2,440-75.1% |
| Participant deferral / active EE | $1,297 | $3,128-58.5% | $4,238-69.4% | $3,608-64.1% |
| Admin fee / account holder | $785 | $4,251-81.5% | $5,795-86.5% | $5,124-84.7% |