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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 | $10,692 | $93,346-88.5% | $71,796-85.1% | $273,972-96.1% |
| Participation rate | 61.5% | 76.5%-15.0pp | 69.1%-7.6pp | 83.0%-21.5pp |
| Annual return | 8.80% | 130.39%-121.6pp | 78.04%-69.2pp | 41.46%-32.7pp |
| Employer contribution / active EE | $779 | $2,733-71.5% | $1,924-59.5% | $4,869-84.0% |
| Participant deferral / active EE | $2,393 | $3,475-31.1% | $2,794-14.4% | $5,287-54.7% |
| Admin fee / account holder | $1,121 | $6,571-82.9% | $4,815-76.7% | $10,133-88.9% |