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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 | $13,425 | $61,166-78.1% | $185,837-92.8% | $79,393-83.1% |
| Participation rate | 24.3% | 66.6%-42.4pp | 81.7%-57.4pp | 70.7%-46.4pp |
| Annual return | 22.11% | 19.45%+2.7pp | 122.08%-100.0pp | 116.87%-94.8pp |
| Employer contribution / active EE | $705 | $2,321-69.6% | $5,168-86.4% | $2,428-71.0% |
| Participant deferral / active EE | $1,338 | $2,789-52.0% | $5,568-76.0% | $4,046-66.9% |
| Admin fee / account holder | $313 | $710-56.0% | $16,241-98.1% | $627-50.1% |