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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 | $11,960 | $72,272-83.5% | $101,264-88.2% | $79,858-85.0% |
| Participation rate | 18.5% | 68.5%-49.9pp | 75.8%-57.3pp | 69.6%-51.1pp |
| Annual return | 44.75% | 22.30%+22.5pp | 46.48%-1.7pp | 31.72%+13.0pp |
| Employer contribution / active EE | $881 | $2,692-67.3% | $3,660-75.9% | $2,471-64.4% |
| Participant deferral / active EE | $1,430 | $3,282-56.4% | $4,370-67.3% | $3,740-61.8% |
| Admin fee / account holder | $1,141 | $4,401-74.1% | $5,947-80.8% | $5,306-78.5% |