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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 | $13,106 | $147,594-91.1% | $121,871-89.2% | $198,609-93.4% |
| Participation rate | 64.7% | 78.0%-13.2pp | 73.2%-8.5pp | 82.4%-17.7pp |
| Annual return | 19.52% | 12.94%+6.6pp | 13.57%+6.0pp | 202.70%-183.2pp |
| Employer contribution / active EE | $629 | $3,007-79.1% | $2,731-77.0% | $5,055-87.6% |
| Participant deferral / active EE | $2,816 | $5,168-45.5% | $4,318-34.8% | $6,977-59.6% |
| Admin fee / account holder | $1,230 | $15,134-91.9% | $11,551-89.4% | $19,030-93.5% |