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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 | $12,659 | $47,944-73.6% | $67,834-81.3% | $62,881-79.9% |
| Participation rate | 27.5% | 61.1%-33.5pp | 68.8%-41.3pp | 69.3%-41.8pp |
| Annual return | 23.48% | 11.77%+11.7pp | 138.47%-115.0pp | 20.14%+3.3pp |
| Employer contribution / active EE | $384 | $1,562-75.4% | $2,403-84.0% | $2,281-83.2% |
| Participant deferral / active EE | $1,493 | $2,247-33.5% | $3,160-52.7% | $3,203-53.4% |
| Admin fee / account holder | $515 | $3,712-86.1% | $4,622-88.9% | $4,296-88.0% |