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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 | $11,694 | $67,602-82.7% | $82,312-85.8% | $70,126-83.3% |
| Participation rate | 44.1% | 72.8%-28.7pp | 76.9%-32.8pp | 69.5%-25.4pp |
| Annual return | 44.17% | 21.57%+22.6pp | 25.88%+18.3pp | 73.15%-29.0pp |
| Employer contribution / active EE | $752 | $1,755-57.2% | $2,428-69.1% | $2,343-67.9% |
| Participant deferral / active EE | $1,759 | $2,987-41.1% | $3,706-52.5% | $3,332-47.2% |
| Admin fee / account holder | $302 | $4,512-93.3% | $5,608-94.6% | $4,645-93.5% |