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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 | $15,950 | $65,361-75.6% | $92,903-82.8% | $72,983-78.1% |
| Participation rate | 58.7% | 68.3%-9.6pp | 76.0%-17.3pp | 69.5%-10.8pp |
| Annual return | 24.99% | 42.11%-17.1pp | 109.43%-84.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $1,213 | $2,594-53.2% | $3,653-66.8% | $2,440-50.3% |
| Participant deferral / active EE | $2,192 | $3,128-29.9% | $4,238-48.3% | $3,608-39.2% |
| Admin fee / account holder | $711 | $4,251-83.3% | $5,795-87.7% | $5,124-86.1% |