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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 | $11,419 | $78,428-85.4% | $95,960-88.1% | $79,852-85.7% |
| Participation rate | 53.3% | 73.5%-20.2pp | 77.1%-23.7pp | 69.6%-16.3pp |
| Annual return | 19.67% | 19.37%+0.3pp | 91.63%-72.0pp | 31.72%-12.1pp |
| Employer contribution / active EE | $828 | $1,945-57.4% | $2,541-67.4% | $2,471-66.5% |
| Participant deferral / active EE | $1,827 | $3,440-46.9% | $4,167-56.2% | $3,740-51.2% |
| Admin fee / account holder | $1,295 | $5,622-77.0% | $6,797-80.9% | $5,306-75.6% |