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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 | $13,506 | $100,194-86.5% | $122,979-89.0% | $86,983-84.5% |
| Participation rate | 61.0% | 73.0%-11.9pp | 77.2%-16.1pp | 69.5%-8.5pp |
| Annual return | 23.33% | 16.47%+6.9pp | 20.12%+3.2pp | 25.83%-2.5pp |
| Employer contribution / active EE | $1,275 | $2,326-45.2% | $3,062-58.4% | $2,584-50.7% |
| Participant deferral / active EE | $2,111 | $4,133-48.9% | $5,003-57.8% | $4,194-49.7% |
| Admin fee / account holder | $892 | $10,148-91.2% | $12,864-93.1% | $7,856-88.6% |