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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 | $10,884 | $72,273-84.9% | $101,275-89.3% | $79,856-86.4% |
| Participation rate | 53.6% | 68.5%-14.9pp | 75.8%-22.2pp | 69.6%-16.1pp |
| Annual return | 34.01% | 22.30%+11.7pp | 46.48%-12.5pp | 31.71%+2.3pp |
| Employer contribution / active EE | $1,168 | $2,691-56.6% | $3,660-68.1% | $2,471-52.8% |
| Participant deferral / active EE | $2,441 | $3,282-25.6% | $4,371-44.1% | $3,741-34.7% |
| Admin fee / account holder | $1,249 | $4,401-71.6% | $5,948-79.0% | $5,306-76.5% |