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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 | $11,720 | $43,423-73.0% | $78,676-85.1% | $55,167-78.8% |
| Participation rate | 48.5% | 68.0%-19.5pp | 73.6%-25.0pp | 69.0%-20.5pp |
| Annual return | 12.81% | 11.53%+1.3pp | 62.19%-49.4pp | 169.23%-156.4pp |
| Employer contribution / active EE | $366 | $1,997-81.6% | $2,850-87.1% | $1,963-81.3% |
| Participant deferral / active EE | $830 | $2,509-66.9% | $3,517-76.4% | $3,054-72.8% |
| Admin fee / account holder | $331 | $416-20.4% | $4,510-92.7% | $504-34.3% |