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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 | $11,315 | $95,453-88.1% | $112,040-89.9% | $82,448-86.3% |
| Participation rate | 50.6% | 72.8%-22.2pp | 76.5%-25.9pp | 68.1%-17.5pp |
| Annual return | 28.31% | 23.92%+4.4pp | 24.52%+3.8pp | 41.64%-13.3pp |
| Employer contribution / active EE | $931 | $2,318-59.8% | $2,954-68.5% | $2,551-63.5% |
| Participant deferral / active EE | $2,794 | $4,224-33.8% | $5,098-45.2% | $4,139-32.5% |
| Admin fee / account holder | $679 | $9,013-92.5% | $12,098-94.4% | $7,234-90.6% |