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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 | $11,831 | $69,977-83.1% | $108,582-89.1% | $62,881-81.2% |
| Participation rate | 51.1% | 72.9%-21.8pp | 79.6%-28.5pp | 69.3%-18.2pp |
| Annual return | 13.43% | 10.73%+2.7pp | -51.70%+65.1pp | 20.14%-6.7pp |
| Employer contribution / active EE | $1,063 | $2,135-50.2% | $3,758-71.7% | $2,281-53.4% |
| Participant deferral / active EE | $2,324 | $3,165-26.6% | $4,311-46.1% | $3,203-27.5% |
| Admin fee / account holder | $763 | $5,076-85.0% | $7,645-90.0% | $4,296-82.2% |