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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 | $11,909 | $53,774-77.9% | $134,162-91.1% | $79,856-85.1% |
| Participation rate | 58.3% | 58.8%-0.4pp | 72.2%-13.9pp | 69.6%-11.3pp |
| Annual return | 31.01% | 19.01%+12.0pp | 36.35%-5.3pp | 31.71%-0.7pp |
| Employer contribution / active EE | $641 | $1,322-51.5% | $3,705-82.7% | $2,471-74.1% |
| Participant deferral / active EE | $1,067 | $2,420-55.9% | $3,500-69.5% | $3,741-71.5% |
| Admin fee / account holder | $404 | $3,985-89.9% | $6,685-94.0% | $5,306-92.4% |