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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 | $11,591 | $62,672-81.5% | $185,117-93.7% | $70,126-83.5% |
| Participation rate | 67.3% | 63.8%+3.5pp | 77.3%-10.0pp | 69.5%-2.2pp |
| Annual return | 17.45% | 40.79%-23.3pp | 40.50%-23.0pp | 73.15%-55.7pp |
| Employer contribution / active EE | $302 | $1,753-82.8% | $4,182-92.8% | $2,343-87.1% |
| Participant deferral / active EE | $1,778 | $3,272-45.6% | $5,045-64.8% | $3,332-46.6% |
| Admin fee / account holder | $863 | $3,932-78.1% | $8,159-89.4% | $4,645-81.4% |