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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 | $12,309 | $47,944-74.3% | $67,834-81.9% | $62,881-80.4% |
| Participation rate | 37.8% | 61.1%-23.3pp | 68.8%-31.0pp | 69.3%-31.5pp |
| Annual return | 10.28% | 11.77%-1.5pp | 138.47%-128.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $389 | $1,562-75.1% | $2,403-83.8% | $2,281-82.9% |
| Participant deferral / active EE | $810 | $2,247-64.0% | $3,160-74.4% | $3,203-74.7% |
| Admin fee / account holder | $1,303 | $3,712-64.9% | $4,622-71.8% | $4,296-69.7% |