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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 | $10,039 | $48,364-79.2% | $71,796-86.0% | $62,881-84.0% |
| Participation rate | 41.4% | 60.6%-19.2pp | 69.1%-27.7pp | 69.3%-27.9pp |
| Annual return | 13.82% | 13.16%+0.7pp | 78.04%-64.2pp | 20.14%-6.3pp |
| Employer contribution / active EE | $1,167 | $1,042+12.1% | $1,924-39.3% | $2,281-48.8% |
| Participant deferral / active EE | $1,277 | $2,091-38.9% | $2,794-54.3% | $3,203-60.1% |
| Admin fee / account holder | $470 | $3,771-87.5% | $4,815-90.2% | $4,296-89.1% |