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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 | $14,248 | $69,444-79.5% | $92,985-84.7% | $87,485-83.7% |
| Participation rate | 29.2% | 63.3%-34.1pp | 69.5%-40.3pp | 68.9%-39.7pp |
| Annual return | 76.43% | 23.85%+52.6pp | 27.99%+48.4pp | 26.06%+50.4pp |
| Employer contribution / active EE | $1,580 | $1,917-17.6% | $2,662-40.6% | $2,596-39.1% |
| Participant deferral / active EE | $2,070 | $3,364-38.5% | $4,377-52.7% | $4,274-51.6% |
| Admin fee / account holder | $1,617 | $6,137-73.6% | $9,463-82.9% | $7,775-79.2% |