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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 | $11,493 | $78,670-85.4% | $109,173-89.5% | $85,847-86.6% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 29.81% | 25.09%+4.7pp | 25.75%+4.1pp | 318.61%-288.8pp |
| Employer contribution / active EE | $1,230 | $2,734-55.0% | $3,723-67.0% | $2,565-52.0% |
| Participant deferral / active EE | $2,315 | $3,467-33.2% | $4,654-50.3% | $3,952-41.4% |
| Admin fee / account holder | $313 | $5,469-94.3% | $6,755-95.4% | $6,261-95.0% |