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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 | $86,919-87.1% | $102,457-89.1% | $80,911-86.2% |
| Participation rate | 44.4% | 72.4%-27.9pp | 76.5%-32.0pp | 67.6%-23.2pp |
| Annual return | 25.23% | 18.90%+6.3pp | 29.41%-4.2pp | 35.63%-10.4pp |
| Employer contribution / active EE | $1,419 | $2,368-40.1% | $3,022-53.1% | $2,756-48.5% |
| Participant deferral / active EE | $2,934 | $4,119-28.8% | $5,054-42.0% | $4,297-31.7% |
| Admin fee / account holder | $527 | $8,049-93.5% | $9,451-94.4% | $6,935-92.4% |