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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 | $12,760 | $67,602-81.1% | $82,312-84.5% | $70,126-81.8% |
| Participation rate | 39.0% | 72.8%-33.7pp | 76.9%-37.9pp | 69.5%-30.5pp |
| Annual return | 29.94% | 21.57%+8.4pp | 25.88%+4.1pp | 73.15%-43.2pp |
| Employer contribution / active EE | $580 | $1,755-66.9% | $2,428-76.1% | $2,343-75.2% |
| Participant deferral / active EE | $1,614 | $2,987-46.0% | $3,706-56.4% | $3,332-51.6% |
| Admin fee / account holder | $451 | $4,512-90.0% | $5,608-92.0% | $4,645-90.3% |