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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 | $11,430 | $53,128-78.5% | $86,582-86.8% | $70,126-83.7% |
| Participation rate | 36.7% | 65.3%-28.6pp | 73.5%-36.9pp | 69.5%-32.9pp |
| Annual return | 29.67% | 27.66%+2.0pp | 965.08%-935.4pp | 73.15%-43.5pp |
| Employer contribution / active EE | $686 | $2,068-66.8% | $2,839-75.8% | $2,343-70.7% |
| Participant deferral / active EE | $2,014 | $2,695-25.3% | $3,609-44.2% | $3,332-39.6% |
| Admin fee / account holder | $544 | $3,584-84.8% | $4,904-88.9% | $4,645-88.3% |