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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 | $10,498 | $55,636-81.1% | $81,991-87.2% | $73,493-85.7% |
| Participation rate | 42.0% | 62.3%-20.3pp | 69.3%-27.3pp | 70.7%-28.7pp |
| Annual return | 40.57% | 19.07%+21.5pp | 41.31%-0.7pp | 28.51%+12.1pp |
| Employer contribution / active EE | $1,333 | $1,625-17.9% | $2,498-46.6% | $2,270-41.3% |
| Participant deferral / active EE | $2,196 | $2,762-20.5% | $3,722-41.0% | $3,740-41.3% |
| Admin fee / account holder | $2,736 | $493+455.3% | $5,665-51.7% | $513+433.3% |