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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 | $10,554 | $73,978-85.7% | $96,515-89.1% | $75,173-86.0% |
| Participation rate | 35.7% | 66.4%-30.7pp | 74.3%-38.6pp | 67.2%-31.5pp |
| Annual return | 43.78% | 26.72%+17.1pp | 35.73%+8.0pp | 160.72%-116.9pp |
| Employer contribution / active EE | $1,169 | $2,931-60.1% | $3,740-68.8% | $2,671-56.2% |
| Participant deferral / active EE | $1,641 | $3,660-55.2% | $4,880-66.4% | $4,126-60.2% |
| Admin fee / account holder | $1,840 | $5,219-64.7% | $6,735-72.7% | $5,651-67.4% |