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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 | $11,440 | $53,837-78.8% | $75,714-84.9% | $85,847-86.7% |
| Participation rate | 42.9% | 69.1%-26.2pp | 74.8%-32.0pp | 69.3%-26.5pp |
| Annual return | 15.71% | 24.54%-8.8pp | 104.62%-88.9pp | 318.61%-302.9pp |
| Employer contribution / active EE | $529 | $2,017-73.8% | $2,744-80.7% | $2,565-79.4% |
| Participant deferral / active EE | $1,289 | $2,895-55.5% | $3,820-66.3% | $3,952-67.4% |
| Admin fee / account holder | $556 | $3,339-83.3% | $3,619-84.6% | $6,261-91.1% |