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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 | $12,463 | $56,054-77.8% | $171,082-92.7% | $62,881-80.2% |
| Participation rate | 52.1% | 62.9%-10.7pp | 76.7%-24.6pp | 69.3%-17.2pp |
| Annual return | 47.37% | 22.52%+24.8pp | 32.56%+14.8pp | 20.14%+27.2pp |
| Employer contribution / active EE | $858 | $1,731-50.4% | $4,002-78.6% | $2,281-62.4% |
| Participant deferral / active EE | $1,403 | $3,158-55.6% | $4,797-70.8% | $3,203-56.2% |
| Admin fee / account holder | $6,668 | $3,647+82.9% | $8,520-21.7% | $4,296+55.2% |