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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 | $11,694 | $71,230-83.6% | $93,727-87.5% | $80,959-85.6% |
| Participation rate | 59.4% | 60.4%-1.0pp | 68.7%-9.3pp | 67.7%-8.3pp |
| Annual return | 15.56% | 11.26%+4.3pp | 133.83%-118.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,047 | $1,565-33.1% | $2,421-56.8% | $2,757-62.0% |
| Participant deferral / active EE | $2,203 | $4,037-45.4% | $4,417-50.1% | $4,300-48.8% |
| Admin fee / account holder | $13,296 | $6,961+91.0% | $8,292+60.4% | $6,925+92.0% |