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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 | $13,931 | $44,425-68.6% | $67,834-79.5% | $55,167-74.7% |
| Participation rate | 69.8% | 59.7%+10.1pp | 68.8%+1.0pp | 69.0%+0.9pp |
| Annual return | 10.58% | 17.80%-7.2pp | 138.47%-127.9pp | 169.23%-158.6pp |
| Employer contribution / active EE | $399 | $1,351-70.5% | $2,403-83.4% | $1,963-79.7% |
| Participant deferral / active EE | $3,066 | $2,166+41.6% | $3,160-3.0% | $3,054+0.4% |
| Admin fee / account holder | $933 | $530+75.8% | $4,622-79.8% | $504+85.1% |