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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 | $12,373 | $71,215-82.6% | $93,696-86.8% | $80,935-84.7% |
| Participation rate | 53.6% | 60.4%-6.8pp | 68.7%-15.1pp | 67.7%-14.1pp |
| Annual return | 16.18% | 11.27%+4.9pp | 133.74%-117.6pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,719 | $1,565+9.8% | $2,422-29.0% | $2,757-37.7% |
| Participant deferral / active EE | $1,827 | $4,037-54.7% | $4,417-58.6% | $4,299-57.5% |
| Admin fee / account holder | $11,739 | $6,958+68.7% | $8,287+41.7% | $6,924+69.5% |