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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 | $32,613 | $101,950-68.0% | $125,529-74.0% | $86,983-62.5% |
| Participation rate | 65.5% | 70.2%-4.7pp | 74.7%-9.3pp | 69.5%-4.1pp |
| Annual return | 11.80% | 18.29%-6.5pp | 202.56%-190.8pp | 25.83%-14.0pp |
| Employer contribution / active EE | $930 | $2,358-60.5% | $3,058-69.6% | $2,584-64.0% |
| Participant deferral / active EE | $2,693 | $3,862-30.3% | $4,813-44.0% | $4,194-35.8% |
| Admin fee / account holder | $22,154 | $12,791+73.2% | $16,298+35.9% | $7,856+182.0% |