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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 | $15,622 | $67,602-76.9% | $82,312-81.0% | $70,126-77.7% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.9%-8.1pp | 69.5%-0.8pp |
| Annual return | 52.62% | 21.57%+31.0pp | 25.88%+26.7pp | 73.15%-20.5pp |
| Employer contribution / active EE | $1,250 | $1,755-28.8% | $2,428-48.5% | $2,343-46.6% |
| Participant deferral / active EE | $2,681 | $2,987-10.2% | $3,706-27.6% | $3,332-19.5% |
| Admin fee / account holder | $516 | $4,512-88.6% | $5,608-90.8% | $4,645-88.9% |