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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 | $13,569 | $91,179-85.1% | $178,499-92.4% | $79,852-83.0% |
| Participation rate | 48.9% | 69.2%-20.3pp | 81.9%-33.0pp | 69.6%-20.7pp |
| Annual return | 23.09% | 24.19%-1.1pp | 151.10%-128.0pp | 31.72%-8.6pp |
| Employer contribution / active EE | $973 | $3,256-70.1% | $5,011-80.6% | $2,471-60.6% |
| Participant deferral / active EE | $1,770 | $3,236-45.3% | $5,202-66.0% | $3,740-52.7% |
| Admin fee / account holder | $1,096 | $6,749-83.8% | $13,986-92.2% | $5,306-79.4% |