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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 | $117,846-90.1% | $102,434-88.6% | $145,884-92.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 11.51% | 31.90%-20.4pp | 29.46%-17.9pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,788 | $3,615-50.5% | $3,023-40.9% | $4,662-61.6% |
| Participant deferral / active EE | $3,764 | $5,733-34.3% | $5,055-25.5% | $6,690-43.7% |
| Admin fee / account holder | $6,225 | $13,356-53.4% | $9,462-34.2% | $13,392-53.5% |