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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 | $11,936 | $52,580-77.3% | $71,671-83.3% | $70,126-83.0% |
| Participation rate | 47.5% | 60.9%-13.4pp | 68.7%-21.2pp | 69.5%-22.0pp |
| Annual return | 21.53% | 20.25%+1.3pp | 20.65%+0.9pp | 73.15%-51.6pp |
| Employer contribution / active EE | $486 | $1,616-69.9% | $2,460-80.2% | $2,343-79.2% |
| Participant deferral / active EE | $954 | $2,386-60.0% | $3,438-72.2% | $3,332-71.4% |
| Admin fee / account holder | $1,654 | $3,653-54.7% | $5,558-70.2% | $4,645-64.4% |