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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 | $12,086 | $69,590-82.6% | $136,867-91.2% | $94,015-87.1% |
| Participation rate | 57.1% | 66.3%-9.2pp | 74.5%-17.4pp | 70.8%-13.7pp |
| Annual return | 23.89% | 19.62%+4.3pp | 42.97%-19.1pp | 17.84%+6.1pp |
| Employer contribution / active EE | $1,068 | $2,396-55.4% | $3,547-69.9% | $2,790-61.7% |
| Participant deferral / active EE | $2,105 | $3,437-38.8% | $4,924-57.3% | $4,249-50.5% |
| Admin fee / account holder | $1,082 | $8,912-87.9% | $10,340-89.5% | $8,951-87.9% |