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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 | $10,360 | $84,236-87.7% | $170,435-93.9% | $70,126-85.2% |
| Participation rate | 61.3% | 70.8%-9.5pp | 83.6%-22.3pp | 69.5%-8.2pp |
| Annual return | 16.24% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $762 | $3,387-77.5% | $5,432-86.0% | $2,343-67.5% |
| Participant deferral / active EE | $908 | $3,086-70.6% | $4,939-81.6% | $3,332-72.8% |
| Admin fee / account holder | $594 | $5,698-89.6% | $13,881-95.7% | $4,645-87.2% |