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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 | $11,636 | $117,895-90.1% | $102,460-88.6% | $145,897-92.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 11.51% | 31.92%-20.4pp | 29.47%-18.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,788 | $3,619-50.6% | $3,025-40.9% | $4,663-61.6% |
| Participant deferral / active EE | $3,764 | $5,736-34.4% | $5,056-25.5% | $6,689-43.7% |
| Admin fee / account holder | $6,225 | $13,353-53.4% | $9,460-34.2% | $13,390-53.5% |