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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 | $12,369 | $75,720-83.7% | $90,312-86.3% | $86,983-85.8% |
| Participation rate | 36.7% | 66.3%-29.6pp | 72.9%-36.2pp | 69.5%-32.9pp |
| Annual return | 88.04% | 18.55%+69.5pp | 18.90%+69.1pp | 25.83%+62.2pp |
| Employer contribution / active EE | $457 | $1,945-76.5% | $2,243-79.6% | $2,584-82.3% |
| Participant deferral / active EE | $1,095 | $3,001-63.5% | $3,749-70.8% | $4,194-73.9% |
| Admin fee / account holder | $651 | $6,201-89.5% | $8,248-92.1% | $7,856-91.7% |