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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 | $10,733 | $58,099-81.5% | $76,872-86.0% | $75,173-85.7% |
| Participation rate | 31.4% | 63.9%-32.5pp | 69.6%-38.2pp | 67.2%-35.8pp |
| Annual return | 33.40% | 26.71%+6.7pp | 37.90%-4.5pp | 160.72%-127.3pp |
| Employer contribution / active EE | $840 | $1,996-57.9% | $2,533-66.8% | $2,671-68.5% |
| Participant deferral / active EE | $1,522 | $2,999-49.3% | $3,832-60.3% | $4,126-63.1% |
| Admin fee / account holder | $2,108 | $4,778-55.9% | $5,476-61.5% | $5,651-62.7% |