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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 | $13,951 | $72,492-80.8% | $87,104-84.0% | $72,975-80.9% |
| Participation rate | 55.0% | 72.8%-17.8pp | 76.9%-21.9pp | 69.5%-14.5pp |
| Annual return | 28.78% | 24.46%+4.3pp | 28.19%+0.6pp | 81.01%-52.2pp |
| Employer contribution / active EE | $1,252 | $1,894-33.9% | $2,521-50.4% | $2,440-48.7% |
| Participant deferral / active EE | $2,066 | $3,270-36.8% | $4,048-49.0% | $3,608-42.7% |
| Admin fee / account holder | $543 | $5,055-89.3% | $7,491-92.8% | $5,124-89.4% |