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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 | $15,257 | $80,983-81.2% | $96,544-84.2% | $75,177-79.7% |
| Participation rate | 36.2% | 71.8%-35.6pp | 76.0%-39.8pp | 67.2%-31.0pp |
| Annual return | 31.26% | 27.05%+4.2pp | 25.88%+5.4pp | 160.75%-129.5pp |
| Employer contribution / active EE | $1,210 | $2,282-47.0% | $2,966-59.2% | $2,671-54.7% |
| Participant deferral / active EE | $2,211 | $3,929-43.7% | $4,851-54.4% | $4,126-46.4% |
| Admin fee / account holder | $579 | $6,717-91.4% | $8,254-93.0% | $5,651-89.8% |