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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 | $13,848 | $91,198-84.8% | $178,503-92.2% | $79,856-82.7% |
| Participation rate | 52.2% | 69.2%-17.0pp | 81.9%-29.8pp | 69.6%-17.5pp |
| Annual return | 31.97% | 24.20%+7.8pp | 151.12%-119.1pp | 31.71%+0.3pp |
| Employer contribution / active EE | $669 | $3,257-79.5% | $5,011-86.6% | $2,471-72.9% |
| Participant deferral / active EE | $2,159 | $3,237-33.3% | $5,202-58.5% | $3,741-42.3% |
| Admin fee / account holder | $411 | $6,748-93.9% | $13,987-97.1% | $5,306-92.3% |