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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 | $14,198 | $84,236-83.1% | $170,435-91.7% | $70,126-79.8% |
| Participation rate | 56.3% | 70.8%-14.6pp | 83.6%-27.3pp | 69.5%-13.3pp |
| Annual return | 23.69% | 23.06%+0.6pp | 205.94%-182.3pp | 73.15%-49.5pp |
| Employer contribution / active EE | $1,050 | $3,387-69.0% | $5,432-80.7% | $2,343-55.2% |
| Participant deferral / active EE | $1,857 | $3,086-39.8% | $4,939-62.4% | $3,332-44.3% |
| Admin fee / account holder | $560 | $5,698-90.2% | $13,881-96.0% | $4,645-88.0% |