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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 | $14,725 | $69,977-79.0% | $108,582-86.4% | $62,881-76.6% |
| Participation rate | 52.1% | 72.9%-20.8pp | 79.6%-27.5pp | 69.3%-17.2pp |
| Annual return | 8.51% | 10.73%-2.2pp | -51.70%+60.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,147 | $2,135-46.3% | $3,758-69.5% | $2,281-49.7% |
| Participant deferral / active EE | $2,244 | $3,165-29.1% | $4,311-47.9% | $3,203-29.9% |
| Admin fee / account holder | $535 | $5,076-89.5% | $7,645-93.0% | $4,296-87.5% |