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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 | $12,878 | $41,377-68.9% | $109,313-88.2% | $62,881-79.5% |
| Participation rate | 54.8% | 57.5%-2.7pp | 71.3%-16.4pp | 69.3%-14.5pp |
| Annual return | 27.69% | 11.05%+16.6pp | 22.07%+5.6pp | 20.14%+7.5pp |
| Employer contribution / active EE | $442 | $1,276-65.3% | $3,892-88.6% | $2,281-80.6% |
| Participant deferral / active EE | $1,593 | $2,045-22.1% | $3,166-49.7% | $3,203-50.3% |
| Admin fee / account holder | $9,870 | $2,884+242.2% | $5,666+74.2% | $4,296+129.8% |