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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 | $11,657 | $54,757-78.7% | $90,300-87.1% | $72,983-84.0% |
| Participation rate | 61.4% | 65.1%-3.8pp | 73.3%-11.9pp | 69.5%-8.1pp |
| Annual return | 25.19% | 30.63%-5.4pp | 78.11%-52.9pp | 81.01%-55.8pp |
| Employer contribution / active EE | $1,206 | $2,092-42.4% | $2,854-57.8% | $2,440-50.6% |
| Participant deferral / active EE | $1,658 | $2,887-42.6% | $3,884-57.3% | $3,608-54.0% |
| Admin fee / account holder | $1,853 | $3,972-53.4% | $5,353-65.4% | $5,124-63.8% |