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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 | $13,704 | $104,251-86.9% | $91,004-84.9% | $147,586-90.7% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 19.92% | 27.06%-7.1pp | 4.60%+15.3pp | 578.59%-558.7pp |
| Employer contribution / active EE | $1,100 | $3,116-64.7% | $2,456-55.2% | $4,876-77.4% |
| Participant deferral / active EE | $1,315 | $4,195-68.7% | $3,548-62.9% | $5,439-75.8% |
| Admin fee / account holder | $1,320 | $8,948-85.2% | $5,417-75.6% | $10,886-87.9% |