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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 | $46,464-73.1% | $150,298-91.7% | $79,634-84.3% |
| Participation rate | 20.4% | 57.0%-36.5pp | 77.8%-57.3pp | 62.5%-42.0pp |
| Annual return | 30.17% | 27.89%+2.3pp | 62.79%-32.6pp | 36.46%-6.3pp |
| Employer contribution / active EE | $309 | $1,512-79.6% | $4,154-92.6% | $2,529-87.8% |
| Participant deferral / active EE | $605 | $2,157-72.0% | $5,453-88.9% | $3,835-84.2% |
| Admin fee / account holder | $1,202 | $891+35.0% | $14,116-91.5% | $1,002+20.0% |