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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 | $10,385 | $72,492-85.7% | $87,102-88.1% | $72,983-85.8% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 26.23% | 24.46%+1.8pp | 28.19%-2.0pp | 81.01%-54.8pp |
| Employer contribution / active EE | $1,131 | $1,894-40.3% | $2,521-55.2% | $2,440-53.7% |
| Participant deferral / active EE | $2,223 | $3,270-32.0% | $4,048-45.1% | $3,608-38.4% |
| Admin fee / account holder | $1,271 | $5,055-74.9% | $7,491-83.0% | $5,124-75.2% |