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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 | $12,035 | $48,364-75.1% | $71,796-83.2% | $62,881-80.9% |
| Participation rate | 58.7% | 60.6%-1.9pp | 69.1%-10.4pp | 69.3%-10.6pp |
| Annual return | 15.88% | 13.16%+2.7pp | 78.04%-62.2pp | 20.14%-4.3pp |
| Employer contribution / active EE | $1,472 | $1,042+41.3% | $1,924-23.5% | $2,281-35.4% |
| Participant deferral / active EE | $3,137 | $2,091+50.0% | $2,794+12.3% | $3,203-2.1% |
| Admin fee / account holder | $811 | $3,771-78.5% | $4,815-83.2% | $4,296-81.1% |