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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 | $11,192 | $86,949-87.1% | $102,460-89.1% | $80,959-86.2% |
| Participation rate | 44.4% | 72.4%-27.9pp | 76.5%-32.1pp | 67.7%-23.2pp |
| Annual return | 25.23% | 18.89%+6.3pp | 29.47%-4.2pp | 35.67%-10.4pp |
| Employer contribution / active EE | $1,419 | $2,370-40.1% | $3,025-53.1% | $2,757-48.5% |
| Participant deferral / active EE | $2,934 | $4,121-28.8% | $5,056-42.0% | $4,300-31.8% |
| Admin fee / account holder | $527 | $8,048-93.5% | $9,460-94.4% | $6,925-92.4% |