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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 | $11,682 | $58,828-80.1% | $78,002-85.0% | $62,881-81.4% |
| Participation rate | 43.5% | 71.1%-27.5pp | 75.5%-32.0pp | 69.3%-25.8pp |
| Annual return | 9.93% | 17.16%-7.2pp | 425.99%-416.1pp | 20.14%-10.2pp |
| Employer contribution / active EE | $992 | $1,672-40.6% | $2,470-59.8% | $2,281-56.5% |
| Participant deferral / active EE | $1,664 | $2,686-38.0% | $3,497-52.4% | $3,203-48.1% |
| Admin fee / account holder | $5,204 | $4,393+18.4% | $5,481-5.1% | $4,296+21.1% |