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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 | $15,887 | $117,895-86.5% | $102,460-84.5% | $145,897-89.1% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.8pp | 80.3%-11.6pp |
| Annual return | 10.94% | 31.92%-21.0pp | 29.47%-18.5pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,147 | $3,619-68.3% | $3,025-62.1% | $4,663-75.4% |
| Participant deferral / active EE | $2,371 | $5,736-58.7% | $5,056-53.1% | $6,689-64.6% |
| Admin fee / account holder | $1,888 | $13,353-85.9% | $9,460-80.0% | $13,390-85.9% |