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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 | $14,958 | $107,421-86.1% | $182,262-91.8% | $94,015-84.1% |
| Participation rate | 64.0% | 77.8%-13.8pp | 84.2%-20.2pp | 70.8%-6.8pp |
| Annual return | 19.32% | 21.32%-2.0pp | 140.60%-121.3pp | 17.84%+1.5pp |
| Employer contribution / active EE | $1,096 | $3,448-68.2% | $5,046-78.3% | $2,790-60.7% |
| Participant deferral / active EE | $2,939 | $6,558-55.2% | $8,276-64.5% | $4,249-30.8% |
| Admin fee / account holder | $1,354 | $8,692-84.4% | $16,712-91.9% | $8,951-84.9% |