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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 | $10,667 | $78,425-86.4% | $95,956-88.9% | $79,858-86.6% |
| Participation rate | 52.2% | 73.5%-21.3pp | 77.1%-24.9pp | 69.6%-17.5pp |
| Annual return | 18.94% | 19.37%-0.4pp | 91.63%-72.7pp | 31.72%-12.8pp |
| Employer contribution / active EE | $834 | $1,945-57.1% | $2,541-67.2% | $2,471-66.2% |
| Participant deferral / active EE | $1,774 | $3,440-48.4% | $4,167-57.4% | $3,740-52.6% |
| Admin fee / account holder | $1,153 | $5,622-79.5% | $6,797-83.0% | $5,306-78.3% |