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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 | $14,429 | $96,731-85.1% | $123,973-88.4% | $86,983-83.4% |
| Participation rate | 48.4% | 70.0%-21.6pp | 76.7%-28.3pp | 69.5%-21.2pp |
| Annual return | 21.56% | 17.33%+4.2pp | 388.13%-366.6pp | 25.83%-4.3pp |
| Employer contribution / active EE | $938 | $3,297-71.6% | $4,126-77.3% | $2,584-63.7% |
| Participant deferral / active EE | $1,952 | $4,152-53.0% | $5,247-62.8% | $4,194-53.5% |
| Admin fee / account holder | $434 | $8,722-95.0% | $11,799-96.3% | $7,856-94.5% |