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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 | $10,558 | $124,980-91.6% | $108,359-90.3% | $154,746-93.2% |
| Participation rate | 63.6% | 75.2%-11.5pp | 70.1%-6.5pp | 80.7%-17.1pp |
| Annual return | 22.56% | 45.00%-22.4pp | 36.89%-14.3pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,284 | $2,851-55.0% | $2,399-46.5% | $4,379-70.7% |
| Participant deferral / active EE | $1,439 | $4,743-69.7% | $4,137-65.2% | $6,730-78.6% |
| Admin fee / account holder | $766 | $11,502-93.3% | $9,741-92.1% | $14,365-94.7% |