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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 | $12,710 | $95,762-86.7% | $379,746-96.7% | $79,852-84.1% |
| Participation rate | 57.8% | 74.0%-16.2pp | 78.4%-20.6pp | 69.6%-11.9pp |
| Annual return | 21.83% | 18.26%+3.6pp | 34.90%-13.1pp | 31.72%-9.9pp |
| Employer contribution / active EE | $1,503 | $2,695-44.2% | $3,540-57.5% | $2,471-39.2% |
| Participant deferral / active EE | $2,212 | $4,705-53.0% | $6,024-63.3% | $3,740-40.9% |
| Admin fee / account holder | $381 | $6,745-94.4% | $7,927-95.2% | $5,306-92.8% |