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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 | $10,923 | $54,541-80.0% | $78,778-86.1% | $70,126-84.4% |
| Participation rate | 51.4% | 60.8%-9.4pp | 69.2%-17.8pp | 69.5%-18.2pp |
| Annual return | 25.97% | 21.07%+4.9pp | 35.62%-9.7pp | 73.15%-47.2pp |
| Employer contribution / active EE | $761 | $1,089-30.1% | $1,986-61.7% | $2,343-67.5% |
| Participant deferral / active EE | $1,593 | $2,210-27.9% | $2,958-46.1% | $3,332-52.2% |
| Admin fee / account holder | $1,833 | $3,709-50.6% | $5,134-64.3% | $4,645-60.5% |