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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 | $11,422 | $65,041-82.4% | $90,965-87.4% | $79,858-85.7% |
| Participation rate | 63.2% | 61.6%+1.6pp | 69.0%-5.8pp | 69.6%-6.4pp |
| Annual return | 25.33% | 30.45%-5.1pp | 134.57%-109.2pp | 31.72%-6.4pp |
| Employer contribution / active EE | $1,073 | $1,247-13.9% | $2,122-49.4% | $2,471-56.6% |
| Participant deferral / active EE | $2,298 | $2,512-8.5% | $3,373-31.9% | $3,740-38.6% |
| Admin fee / account holder | $685 | $4,536-84.9% | $5,960-88.5% | $5,306-87.1% |