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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 | $14,625 | $43,730-66.6% | $121,220-87.9% | $64,173-77.2% |
| Participation rate | 48.4% | 58.3%-10.0pp | 71.8%-23.4pp | 69.6%-21.2pp |
| Annual return | 8.27% | 68.94%-60.7pp | 16.94%-8.7pp | 7.63%+0.6pp |
| Employer contribution / active EE | $549 | $1,297-57.6% | $4,023-86.3% | $2,381-76.9% |
| Participant deferral / active EE | $1,200 | $2,281-47.4% | $3,345-64.1% | $3,470-65.4% |
| Admin fee / account holder | $370 | $3,502-89.4% | $5,021-92.6% | $4,887-92.4% |