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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 | $71,208-83.6% | $93,681-87.5% | $80,911-85.5% |
| Participation rate | 59.4% | 60.4%-1.0pp | 68.7%-9.4pp | 67.6%-8.3pp |
| Annual return | 15.56% | 11.27%+4.3pp | 133.47%-117.9pp | 35.63%-20.1pp |
| Employer contribution / active EE | $1,047 | $1,564-33.1% | $2,422-56.8% | $2,756-62.0% |
| Participant deferral / active EE | $2,203 | $4,035-45.4% | $4,415-50.1% | $4,297-48.7% |
| Admin fee / account holder | $13,296 | $6,951+91.3% | $8,290+60.4% | $6,935+91.7% |