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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 | $11,025 | $52,279-78.9% | $89,414-87.7% | $79,852-86.2% |
| Participation rate | 54.3% | 57.5%-3.3pp | 68.0%-13.7pp | 69.6%-15.4pp |
| Annual return | 11.71% | 22.16%-10.4pp | 245.50%-233.8pp | 31.72%-20.0pp |
| Employer contribution / active EE | $863 | $1,572-45.1% | $2,586-66.7% | $2,471-65.1% |
| Participant deferral / active EE | $2,040 | $2,740-25.6% | $3,890-47.6% | $3,740-45.5% |
| Admin fee / account holder | $15,796 | $3,356+370.6% | $4,883+223.5% | $5,306+197.7% |