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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 | $13,944 | $53,128-73.8% | $86,582-83.9% | $70,126-80.1% |
| Participation rate | 65.6% | 65.3%+0.3pp | 73.5%-7.9pp | 69.5%-3.9pp |
| Annual return | 17.74% | 27.66%-9.9pp | 965.08%-947.3pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,218 | $2,068-41.1% | $2,839-57.1% | $2,343-48.0% |
| Participant deferral / active EE | $2,693 | $2,695-0.1% | $3,609-25.4% | $3,332-19.2% |
| Admin fee / account holder | $829 | $3,584-76.9% | $4,904-83.1% | $4,645-82.2% |