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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 | $11,519 | $56,544-79.6% | $75,501-84.7% | $70,126-83.6% |
| Participation rate | 60.0% | 68.1%-8.1pp | 72.4%-12.4pp | 69.5%-9.5pp |
| Annual return | 32.55% | 23.59%+9.0pp | 27.35%+5.2pp | 73.15%-40.6pp |
| Employer contribution / active EE | $1,731 | $1,817-4.7% | $2,352-26.4% | $2,343-26.1% |
| Participant deferral / active EE | $3,001 | $2,580+16.3% | $3,142-4.5% | $3,332-9.9% |
| Admin fee / account holder | $624 | $3,827-83.7% | $5,801-89.2% | $4,645-86.6% |