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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 | $13,045 | $88,672-85.3% | $105,223-87.6% | $82,448-84.2% |
| Participation rate | 58.1% | 67.9%-9.8pp | 75.0%-16.9pp | 68.1%-9.9pp |
| Annual return | 34.15% | 30.86%+3.3pp | 180.65%-146.5pp | 41.64%-7.5pp |
| Employer contribution / active EE | $2,183 | $3,048-28.4% | $3,689-40.8% | $2,551-14.4% |
| Participant deferral / active EE | $3,856 | $4,036-4.5% | $5,072-24.0% | $4,139-6.8% |
| Admin fee / account holder | $1,081 | $7,146-84.9% | $8,859-87.8% | $7,234-85.1% |