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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 | $11,671 | $57,350-79.7% | $83,850-86.1% | $64,181-81.8% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | 30.32% | 11.38%+18.9pp | 850.92%-820.6pp | 7.63%+22.7pp |
| Employer contribution / active EE | $1,112 | $2,545-56.3% | $3,631-69.4% | $2,381-53.3% |
| Participant deferral / active EE | $1,901 | $2,993-36.5% | $4,082-53.4% | $3,470-45.2% |
| Admin fee / account holder | $402 | $4,046-90.1% | $5,478-92.7% | $4,887-91.8% |