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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 | $11,774 | $84,236-86.0% | $170,439-93.1% | $70,124-83.2% |
| Participation rate | 53.8% | 70.8%-17.0pp | 83.6%-29.8pp | 69.5%-15.7pp |
| Annual return | 17.87% | 23.06%-5.2pp | 205.94%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $922 | $3,387-72.8% | $5,433-83.0% | $2,342-60.7% |
| Participant deferral / active EE | $2,206 | $3,086-28.5% | $4,939-55.3% | $3,332-33.8% |
| Admin fee / account holder | $389 | $5,698-93.2% | $13,881-97.2% | $4,645-91.6% |