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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 | $13,794 | $76,834-82.0% | $108,359-87.3% | $87,485-84.2% |
| Participation rate | 59.1% | 61.7%-2.6pp | 70.1%-11.0pp | 68.9%-9.8pp |
| Annual return | 19.89% | 19.09%+0.8pp | 36.89%-17.0pp | 26.06%-6.2pp |
| Employer contribution / active EE | $903 | $1,556-42.0% | $2,399-62.4% | $2,596-65.2% |
| Participant deferral / active EE | $1,457 | $3,100-53.0% | $4,137-64.8% | $4,274-65.9% |
| Admin fee / account holder | $2,745 | $6,537-58.0% | $9,741-71.8% | $7,775-64.7% |