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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 | $123,155-91.4% | $108,753-90.3% | $155,188-93.2% |
| Participation rate | 63.6% | 75.6%-12.0pp | 71.1%-7.4pp | 80.8%-17.2pp |
| Annual return | 22.56% | 44.73%-22.2pp | 37.47%-14.9pp | 148.84%-126.3pp |
| Employer contribution / active EE | $1,284 | $2,811-54.3% | $2,427-47.1% | $4,248-69.8% |
| Participant deferral / active EE | $1,439 | $4,623-68.9% | $4,115-65.0% | $6,531-78.0% |
| Admin fee / account holder | $766 | $12,126-93.7% | $10,320-92.6% | $14,480-94.7% |