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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 | $13,188 | $147,594-91.1% | $121,871-89.2% | $198,609-93.4% |
| Participation rate | 57.1% | 78.0%-20.8pp | 73.2%-16.1pp | 82.4%-25.2pp |
| Annual return | 17.69% | 12.94%+4.8pp | 13.57%+4.1pp | 202.70%-185.0pp |
| Employer contribution / active EE | $1,460 | $3,007-51.4% | $2,731-46.5% | $5,055-71.1% |
| Participant deferral / active EE | $1,806 | $5,168-65.1% | $4,318-58.2% | $6,977-74.1% |
| Admin fee / account holder | $325 | $15,134-97.9% | $11,551-97.2% | $19,030-98.3% |