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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 | $11,718 | $61,166-80.8% | $185,837-93.7% | $79,393-85.2% |
| Participation rate | 24.1% | 66.6%-42.6pp | 81.7%-57.6pp | 70.7%-46.6pp |
| Annual return | 36.09% | 19.45%+16.6pp | 122.08%-86.0pp | 116.87%-80.8pp |
| Employer contribution / active EE | $499 | $2,321-78.5% | $5,168-90.3% | $2,428-79.4% |
| Participant deferral / active EE | $1,089 | $2,789-60.9% | $5,568-80.4% | $4,046-73.1% |
| Admin fee / account holder | $370 | $710-47.8% | $16,241-97.7% | $627-40.9% |