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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 | $10,398 | $81,208-87.2% | $98,920-89.5% | $79,852-87.0% |
| Participation rate | 63.3% | 72.5%-9.2pp | 76.0%-12.7pp | 69.6%-6.3pp |
| Annual return | 10.96% | 60.99%-50.0pp | 196.47%-185.5pp | 31.72%-20.8pp |
| Employer contribution / active EE | $831 | $1,960-57.6% | $2,689-69.1% | $2,471-66.4% |
| Participant deferral / active EE | $1,920 | $3,265-41.2% | $4,245-54.8% | $3,740-48.7% |
| Admin fee / account holder | $1,052 | $6,013-82.5% | $6,643-84.2% | $5,306-80.2% |