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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 | $10,540 | $78,670-86.6% | $109,173-90.3% | $85,847-87.7% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 21.42% | 25.09%-3.7pp | 25.75%-4.3pp | 318.61%-297.2pp |
| Employer contribution / active EE | $1,620 | $2,734-40.8% | $3,723-56.5% | $2,565-36.9% |
| Participant deferral / active EE | $2,500 | $3,467-27.9% | $4,654-46.3% | $3,952-36.7% |
| Admin fee / account holder | $406 | $5,469-92.6% | $6,755-94.0% | $6,261-93.5% |