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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 | $12,824 | $72,269-82.3% | $101,271-87.3% | $79,852-83.9% |
| Participation rate | 42.9% | 68.5%-25.6pp | 75.8%-32.9pp | 69.6%-26.8pp |
| Annual return | 30.88% | 22.29%+8.6pp | 46.48%-15.6pp | 31.72%-0.8pp |
| Employer contribution / active EE | $715 | $2,692-73.4% | $3,660-80.5% | $2,471-71.0% |
| Participant deferral / active EE | $1,912 | $3,282-41.7% | $4,371-56.3% | $3,740-48.9% |
| Admin fee / account holder | $824 | $4,401-81.3% | $5,948-86.1% | $5,306-84.5% |