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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 | $12,653 | $61,166-79.3% | $185,849-93.2% | $79,391-84.1% |
| Participation rate | 27.5% | 66.6%-39.2pp | 81.7%-54.3pp | 70.7%-43.3pp |
| Annual return | 13.67% | 19.45%-5.8pp | 122.10%-108.4pp | 116.88%-103.2pp |
| Employer contribution / active EE | $688 | $2,321-70.4% | $5,169-86.7% | $2,428-71.7% |
| Participant deferral / active EE | $1,232 | $2,789-55.8% | $5,569-77.9% | $4,046-69.5% |
| Admin fee / account holder | $1,063 | $710+49.7% | $16,244-93.5% | $627+69.6% |