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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 | $10,234 | $78,707-87.0% | $117,861-91.3% | $70,126-85.4% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 21.02% | 23.30%-2.3pp | 335.11%-314.1pp | 73.15%-52.1pp |
| Employer contribution / active EE | $983 | $2,223-55.8% | $3,786-74.0% | $2,343-58.0% |
| Participant deferral / active EE | $1,709 | $3,297-48.2% | $4,482-61.9% | $3,332-48.7% |
| Admin fee / account holder | $1,139 | $5,066-77.5% | $8,021-85.8% | $4,645-75.5% |