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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 | $11,294 | $44,984-74.9% | $85,009-86.7% | $74,546-84.8% |
| Participation rate | 33.9% | 49.4%-15.5pp | 67.5%-33.6pp | 67.2%-33.3pp |
| Annual return | 17.36% | 26.25%-8.9pp | 66.47%-49.1pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $702 | $1,458-51.8% | $2,728-74.3% | $2,624-73.2% |
| Participant deferral / active EE | $1,365 | $2,733-50.1% | $4,522-69.8% | $4,347-68.6% |
| Admin fee / account holder | $2,479 | $2,208+12.3% | $6,153-59.7% | $1,944+27.5% |