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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 | $12,996 | $55,457-76.6% | $77,361-83.2% | $94,015-86.2% |
| Participation rate | 66.7% | 69.8%-3.2pp | 75.0%-8.3pp | 70.8%-4.2pp |
| Annual return | 15.98% | 15.57%+0.4pp | 1011.54%-995.6pp | 17.84%-1.9pp |
| Employer contribution / active EE | $813 | $2,255-63.9% | $2,990-72.8% | $2,790-70.8% |
| Participant deferral / active EE | $1,512 | $3,069-50.7% | $3,911-61.3% | $4,249-64.4% |
| Admin fee / account holder | $1,449 | $4,334-66.6% | $5,894-75.4% | $8,951-83.8% |