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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 | $14,652 | $54,573-73.2% | $90,970-83.9% | $73,497-80.1% |
| Participation rate | 47.1% | 61.2%-14.1pp | 69.0%-22.0pp | 70.7%-23.6pp |
| Annual return | 22.12% | 16.69%+5.4pp | 134.60%-112.5pp | 28.51%-6.4pp |
| Employer contribution / active EE | $358 | $991-63.9% | $2,122-83.1% | $2,270-84.2% |
| Participant deferral / active EE | $1,430 | $2,517-43.2% | $3,373-57.6% | $3,740-61.8% |
| Admin fee / account holder | $701 | $521+34.5% | $5,961-88.2% | $513+36.7% |