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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 | $12,296 | $49,255-75.0% | $70,494-82.6% | $79,856-84.6% |
| Participation rate | 25.8% | 69.2%-43.3pp | 75.1%-49.2pp | 69.6%-43.8pp |
| Annual return | 21.72% | 30.10%-8.4pp | 109.16%-87.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $505 | $2,100-76.0% | $2,738-81.6% | $2,471-79.6% |
| Participant deferral / active EE | $981 | $2,768-64.5% | $3,711-73.5% | $3,741-73.8% |
| Admin fee / account holder | $2,969 | $2,879+3.1% | $3,848-22.8% | $5,306-44.1% |