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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 | $12,493 | $36,002-65.3% | $161,489-92.3% | $64,728-80.7% |
| Participation rate | 20.4% | 57.4%-37.0pp | 78.7%-58.3pp | 57.9%-37.5pp |
| Annual return | 30.17% | 33.93%-3.8pp | 89.72%-59.5pp | 49.38%-19.2pp |
| Employer contribution / active EE | $309 | $1,380-77.6% | $4,268-92.8% | $2,243-86.2% |
| Participant deferral / active EE | $605 | $1,815-66.7% | $5,630-89.3% | $2,729-77.8% |
| Admin fee / account holder | $1,202 | $931+29.2% | $16,006-92.5% | $1,145+5.0% |