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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 | $80,748-85.9% | $102,383-88.9% | $74,429-84.7% |
| Participation rate | 67.0% | 65.7%+1.3pp | 74.5%-7.5pp | 67.2%-0.2pp |
| Annual return | 14.59% | 27.57%-13.0pp | 24.94%-10.3pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $1,617 | $3,159-48.8% | $3,870-58.2% | $2,625-38.4% |
| Participant deferral / active EE | $2,046 | $3,861-47.0% | $5,060-59.6% | $4,348-52.9% |
| Admin fee / account holder | $861 | $2,371-63.7% | $8,391-89.7% | $1,944-55.7% |