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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 | $13,283 | $65,395-79.7% | $182,558-92.7% | $72,976-81.8% |
| Participation rate | 34.1% | 65.4%-31.4pp | 78.0%-43.9pp | 69.5%-35.4pp |
| Annual return | 44.82% | 27.68%+17.1pp | 148.59%-103.8pp | 81.02%-36.2pp |
| Employer contribution / active EE | $939 | $1,911-50.9% | $4,076-77.0% | $2,440-61.5% |
| Participant deferral / active EE | $1,317 | $3,563-63.0% | $5,526-76.2% | $3,608-63.5% |
| Admin fee / account holder | $559 | $4,245-86.8% | $8,594-93.5% | $5,124-89.1% |