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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 | $12,639 | $84,236-85.0% | $170,435-92.6% | $70,126-82.0% |
| Participation rate | 49.2% | 70.8%-21.6pp | 83.6%-34.4pp | 69.5%-20.3pp |
| Annual return | 15.94% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,187 | $3,387-65.0% | $5,432-78.2% | $2,343-49.3% |
| Participant deferral / active EE | $1,744 | $3,086-43.5% | $4,939-64.7% | $3,332-47.6% |
| Admin fee / account holder | $2,962 | $5,698-48.0% | $13,881-78.7% | $4,645-36.2% |