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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 | $15,560 | $63,365-75.4% | $91,994-83.1% | $72,975-78.7% |
| Participation rate | 44.1% | 72.5%-28.4pp | 78.6%-34.5pp | 69.5%-25.4pp |
| Annual return | 55.72% | 35.35%+20.4pp | 69.04%-13.3pp | 81.01%-25.3pp |
| Employer contribution / active EE | $1,531 | $2,116-27.7% | $3,453-55.7% | $2,440-37.3% |
| Participant deferral / active EE | $3,164 | $4,883-35.2% | $5,924-46.6% | $3,608-12.3% |
| Admin fee / account holder | $365 | $4,670-92.2% | $7,744-95.3% | $5,124-92.9% |