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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 | $14,208 | $54,541-74.0% | $78,778-82.0% | $70,126-79.7% |
| Participation rate | 40.4% | 60.8%-20.4pp | 69.2%-28.8pp | 69.5%-29.2pp |
| Annual return | 68.79% | 21.07%+47.7pp | 35.62%+33.2pp | 73.15%-4.4pp |
| Employer contribution / active EE | $650 | $1,089-40.3% | $1,986-67.3% | $2,343-72.2% |
| Participant deferral / active EE | $1,400 | $2,210-36.7% | $2,958-52.7% | $3,332-58.0% |
| Admin fee / account holder | $351 | $3,709-90.5% | $5,134-93.2% | $4,645-92.5% |