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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 | $11,858 | $82,523-85.6% | $115,752-89.8% | $70,126-83.1% |
| Participation rate | 46.2% | 74.0%-27.8pp | 77.8%-31.6pp | 69.5%-23.4pp |
| Annual return | 32.52% | 28.22%+4.3pp | 19.41%+13.1pp | 73.15%-40.6pp |
| Employer contribution / active EE | $1,571 | $2,758-43.0% | $3,492-55.0% | $2,343-32.9% |
| Participant deferral / active EE | $2,744 | $4,062-32.5% | $5,204-47.3% | $3,332-17.6% |
| Admin fee / account holder | $557 | $4,552-87.8% | $6,278-91.1% | $4,645-88.0% |