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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 | $12,859 | $76,107-83.1% | $96,576-86.7% | $71,495-82.0% |
| Participation rate | 63.8% | 74.4%-10.6pp | 76.0%-12.2pp | 67.9%-4.2pp |
| Annual return | 39.69% | 22.81%+16.9pp | 25.87%+13.8pp | 28.85%+10.8pp |
| Employer contribution / active EE | $1,901 | $2,247-15.4% | $2,965-35.9% | $2,589-26.6% |
| Participant deferral / active EE | $3,266 | $4,218-22.6% | $4,851-32.7% | $4,291-23.9% |
| Admin fee / account holder | $1,109 | $2,708-59.0% | $8,253-86.6% | $1,588-30.1% |