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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 | $10,535 | $71,215-85.2% | $93,696-88.8% | $80,935-87.0% |
| Participation rate | 42.0% | 60.4%-18.4pp | 68.7%-26.7pp | 67.7%-25.6pp |
| Annual return | 25.85% | 11.27%+14.6pp | 133.74%-107.9pp | 35.66%-9.8pp |
| Employer contribution / active EE | $802 | $1,565-48.7% | $2,422-66.9% | $2,757-70.9% |
| Participant deferral / active EE | $1,527 | $4,037-62.2% | $4,417-65.4% | $4,299-64.5% |
| Admin fee / account holder | $1,807 | $6,958-74.0% | $8,287-78.2% | $6,924-73.9% |