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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 | $12,391 | $72,269-82.9% | $101,271-87.8% | $79,852-84.5% |
| Participation rate | 65.2% | 68.5%-3.2pp | 75.8%-10.6pp | 69.6%-4.4pp |
| Annual return | 72.90% | 22.29%+50.6pp | 46.48%+26.4pp | 31.72%+41.2pp |
| Employer contribution / active EE | $1,986 | $2,692-26.2% | $3,660-45.7% | $2,471-19.6% |
| Participant deferral / active EE | $3,463 | $3,282+5.5% | $4,371-20.8% | $3,740-7.4% |
| Admin fee / account holder | $301 | $4,401-93.2% | $5,948-94.9% | $5,306-94.3% |