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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 | $16,680 | $72,027-76.8% | $185,835-91.0% | $79,852-79.1% |
| Participation rate | 63.0% | 65.8%-2.8pp | 78.0%-15.1pp | 69.6%-6.7pp |
| Annual return | 59.85% | 23.13%+36.7pp | 35.96%+23.9pp | 31.72%+28.1pp |
| Employer contribution / active EE | $1,039 | $1,965-47.2% | $4,087-74.6% | $2,471-58.0% |
| Participant deferral / active EE | $1,734 | $3,780-54.1% | $5,633-69.2% | $3,740-53.7% |
| Admin fee / account holder | $452 | $4,513-90.0% | $9,502-95.2% | $5,306-91.5% |