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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 | $11,715 | $110,212-89.4% | $96,534-87.9% | $139,466-91.6% |
| Participation rate | 68.8% | 78.1%-9.4pp | 76.0%-7.2pp | 80.3%-11.6pp |
| Annual return | 18.76% | 26.42%-7.7pp | 25.88%-7.1pp | 373.66%-354.9pp |
| Employer contribution / active EE | $950 | $3,620-73.7% | $2,965-68.0% | $4,754-80.0% |
| Participant deferral / active EE | $1,949 | $5,547-64.9% | $4,851-59.8% | $6,712-71.0% |
| Admin fee / account holder | $941 | $11,599-91.9% | $8,253-88.6% | $11,409-91.8% |