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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 | $11,144 | $56,894-80.4% | $84,753-86.9% | $62,881-82.3% |
| Participation rate | 37.3% | 68.5%-31.3pp | 76.6%-39.3pp | 69.3%-32.0pp |
| Annual return | 55.72% | 6.30%+49.4pp | 22.78%+32.9pp | 20.14%+35.6pp |
| Employer contribution / active EE | $884 | $2,400-63.2% | $3,574-75.3% | $2,281-61.3% |
| Participant deferral / active EE | $1,328 | $2,709-51.0% | $3,712-64.2% | $3,203-58.5% |
| Admin fee / account holder | $336 | $3,581-90.6% | $5,333-93.7% | $4,296-92.2% |