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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 | $11,860 | $94,031-87.4% | $115,768-89.8% | $82,448-85.6% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.4%-17.3pp | 68.1%-10.9pp |
| Annual return | 17.25% | 20.61%-3.4pp | 100.46%-83.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $877 | $2,323-62.3% | $2,940-70.2% | $2,551-65.6% |
| Participant deferral / active EE | $1,731 | $3,972-56.4% | $4,917-64.8% | $4,139-58.2% |
| Admin fee / account holder | $542 | $10,249-94.7% | $12,439-95.6% | $7,234-92.5% |