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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 | $13,367 | $53,128-74.8% | $86,582-84.6% | $70,126-80.9% |
| Participation rate | 44.7% | 65.3%-20.6pp | 73.5%-28.8pp | 69.5%-24.8pp |
| Annual return | 13.05% | 27.66%-14.6pp | 965.08%-952.0pp | 73.15%-60.1pp |
| Employer contribution / active EE | $406 | $2,068-80.3% | $2,839-85.7% | $2,343-82.7% |
| Participant deferral / active EE | $1,083 | $2,695-59.8% | $3,609-70.0% | $3,332-67.5% |
| Admin fee / account holder | $1,764 | $3,584-50.8% | $4,904-64.0% | $4,645-62.0% |