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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 | $10,362 | $77,638-86.7% | $156,551-93.4% | $62,881-83.5% |
| Participation rate | 41.2% | 71.2%-30.0pp | 84.0%-42.8pp | 69.3%-28.1pp |
| Annual return | 7.58% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $444 | $3,444-87.1% | $5,501-91.9% | $2,281-80.5% |
| Participant deferral / active EE | $1,462 | $3,046-52.0% | $4,871-70.0% | $3,203-54.3% |
| Admin fee / account holder | $494 | $5,561-91.1% | $13,028-96.2% | $4,296-88.5% |