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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 | $12,587 | $58,264-78.4% | $86,617-85.5% | $71,495-82.4% |
| Participation rate | 47.9% | 65.0%-17.0pp | 71.7%-23.8pp | 67.9%-20.0pp |
| Annual return | 31.23% | 21.63%+9.6pp | 591.91%-560.7pp | 28.85%+2.4pp |
| Employer contribution / active EE | $1,073 | $2,574-58.3% | $3,023-64.5% | $2,589-58.6% |
| Participant deferral / active EE | $1,055 | $3,436-69.3% | $4,437-76.2% | $4,291-75.4% |
| Admin fee / account holder | $576 | $1,057-45.5% | $5,613-89.7% | $1,588-63.7% |