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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 | $12,062 | $141,004-91.4% | $112,273-89.3% | $139,466-91.4% |
| Participation rate | 44.4% | 79.2%-34.8pp | 72.4%-28.0pp | 80.3%-35.9pp |
| Annual return | 31.24% | 32.75%-1.5pp | 30.23%+1.0pp | 373.66%-342.4pp |
| Employer contribution / active EE | $1,735 | $4,285-59.5% | $3,431-49.4% | $4,754-63.5% |
| Participant deferral / active EE | $2,364 | $5,878-59.8% | $4,800-50.8% | $6,712-64.8% |
| Admin fee / account holder | $1,495 | $9,959-85.0% | $7,752-80.7% | $11,409-86.9% |