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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 | $10,935 | $53,128-79.4% | $86,582-87.4% | $70,126-84.4% |
| Participation rate | 58.5% | 65.3%-6.8pp | 73.5%-15.1pp | 69.5%-11.0pp |
| Annual return | 16.76% | 27.66%-10.9pp | 965.08%-948.3pp | 73.15%-56.4pp |
| Employer contribution / active EE | $747 | $2,068-63.9% | $2,839-73.7% | $2,343-68.1% |
| Participant deferral / active EE | $1,138 | $2,695-57.8% | $3,609-68.5% | $3,332-65.8% |
| Admin fee / account holder | $2,001 | $3,584-44.2% | $4,904-59.2% | $4,645-56.9% |