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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 | $10,238 | $107,733-90.5% | $92,985-89.0% | $154,746-93.4% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 20.61% | 30.39%-9.8pp | 27.99%-7.4pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,026 | $3,126-67.2% | $2,662-61.5% | $4,379-76.6% |
| Participant deferral / active EE | $1,775 | $5,053-64.9% | $4,377-59.4% | $6,730-73.6% |
| Admin fee / account holder | $1,363 | $11,369-88.0% | $9,463-85.6% | $14,365-90.5% |