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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 | $12,332 | $63,764-80.7% | $81,926-84.9% | $79,858-84.6% |
| Participation rate | 39.2% | 67.5%-28.3pp | 72.0%-32.8pp | 69.6%-30.4pp |
| Annual return | 31.23% | 22.66%+8.6pp | 29.49%+1.7pp | 31.72%-0.5pp |
| Employer contribution / active EE | $400 | $1,795-77.7% | $4,310-90.7% | $2,471-83.8% |
| Participant deferral / active EE | $1,305 | $2,780-53.1% | $7,108-81.6% | $3,740-65.1% |
| Admin fee / account holder | $3,079 | $4,426-30.4% | $5,159-40.3% | $5,306-42.0% |