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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 | $11,363 | $80,781-85.9% | $102,437-88.9% | $74,478-84.7% |
| Participation rate | 67.0% | 65.7%+1.3pp | 74.5%-7.5pp | 67.2%-0.2pp |
| Annual return | 14.59% | 27.58%-13.0pp | 24.95%-10.4pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,617 | $3,160-48.8% | $3,871-58.2% | $2,626-38.4% |
| Participant deferral / active EE | $2,046 | $3,862-47.0% | $5,060-59.6% | $4,350-53.0% |
| Admin fee / account holder | $861 | $2,372-63.7% | $8,388-89.7% | $1,946-55.7% |