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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 | $12,160 | $73,978-83.6% | $96,515-87.4% | $75,173-83.8% |
| Participation rate | 58.6% | 66.4%-7.8pp | 74.3%-15.7pp | 67.2%-8.6pp |
| Annual return | 35.01% | 26.72%+8.3pp | 35.73%-0.7pp | 160.72%-125.7pp |
| Employer contribution / active EE | $1,940 | $2,931-33.8% | $3,740-48.1% | $2,671-27.4% |
| Participant deferral / active EE | $2,679 | $3,660-26.8% | $4,880-45.1% | $4,126-35.1% |
| Admin fee / account holder | $587 | $5,219-88.7% | $6,735-91.3% | $5,651-89.6% |