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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 | $10,332 | $77,638-86.7% | $156,551-93.4% | $62,881-83.6% |
| Participation rate | 69.4% | 71.2%-1.8pp | 84.0%-14.6pp | 69.3%+0.1pp |
| Annual return | 6.03% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $827 | $3,444-76.0% | $5,501-85.0% | $2,281-63.8% |
| Participant deferral / active EE | $1,798 | $3,046-41.0% | $4,871-63.1% | $3,203-43.9% |
| Admin fee / account holder | $1,192 | $5,561-78.6% | $13,028-90.9% | $4,296-72.3% |