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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 | $11,901 | $65,027-81.7% | $90,970-86.9% | $79,852-85.1% |
| Participation rate | 44.7% | 61.6%-16.9pp | 69.0%-24.3pp | 69.6%-24.9pp |
| Annual return | 15.23% | 30.45%-15.2pp | 134.58%-119.3pp | 31.72%-16.5pp |
| Employer contribution / active EE | $295 | $1,247-76.4% | $2,122-86.1% | $2,471-88.1% |
| Participant deferral / active EE | $1,902 | $2,512-24.3% | $3,373-43.6% | $3,740-49.1% |
| Admin fee / account holder | $2,226 | $4,535-50.9% | $5,960-62.7% | $5,306-58.1% |