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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 | $10,570 | $43,496-75.7% | $161,489-93.5% | $64,340-83.6% |
| Participation rate | 43.4% | 53.5%-10.1pp | 78.7%-35.3pp | 55.2%-11.8pp |
| Annual return | 25.22% | 20.76%+4.5pp | 89.72%-64.5pp | 24.14%+1.1pp |
| Employer contribution / active EE | $800 | $1,431-44.1% | $4,268-81.3% | $1,862-57.1% |
| Participant deferral / active EE | $1,897 | $1,996-5.0% | $5,630-66.3% | $2,980-36.3% |
| Admin fee / account holder | $1,846 | $2,330-20.8% | $16,006-88.5% | $3,703-50.1% |