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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 | $9,681 | $68,586-85.9% | $120,380-92.0% | $80,911-88.0% |
| Participation rate | 43.3% | 61.6%-18.2pp | 71.9%-28.6pp | 67.6%-24.3pp |
| Annual return | 36.96% | 23.62%+13.3pp | 107.28%-70.3pp | 35.63%+1.3pp |
| Employer contribution / active EE | $1,608 | $2,053-21.7% | $3,465-53.6% | $2,756-41.7% |
| Participant deferral / active EE | $1,739 | $3,174-45.2% | $4,992-65.2% | $4,297-59.5% |
| Admin fee / account holder | $359 | $5,733-93.7% | $9,421-96.2% | $6,935-94.8% |