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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 | $83,485-85.2% | $125,180-90.1% | $72,983-83.1% |
| Participation rate | 51.1% | 73.3%-22.2pp | 79.8%-28.7pp | 69.5%-18.4pp |
| Annual return | 28.92% | 25.78%+3.1pp | 43.79%-14.9pp | 81.01%-52.1pp |
| Employer contribution / active EE | $1,133 | $2,346-51.7% | $3,866-70.7% | $2,440-53.6% |
| Participant deferral / active EE | $1,784 | $3,586-50.3% | $4,937-63.9% | $3,608-50.6% |
| Admin fee / account holder | $2,741 | $5,518-50.3% | $9,703-71.8% | $5,124-46.5% |