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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 | $10,518 | $86,050-87.8% | $189,758-94.5% | $94,015-88.8% |
| Participation rate | 51.4% | 68.9%-17.5pp | 79.8%-28.4pp | 70.8%-19.5pp |
| Annual return | 18.49% | 17.77%+0.7pp | 52.62%-34.1pp | 17.84%+0.6pp |
| Employer contribution / active EE | $1,810 | $2,819-35.8% | $4,767-62.0% | $2,790-35.1% |
| Participant deferral / active EE | $2,311 | $3,349-31.0% | $5,856-60.5% | $4,249-45.6% |
| Admin fee / account holder | $1,893 | $6,627-71.4% | $20,388-90.7% | $8,951-78.9% |