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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 | $11,564 | $53,774-78.5% | $134,162-91.4% | $79,856-85.5% |
| Participation rate | 60.6% | 58.8%+1.8pp | 72.2%-11.6pp | 69.6%-9.0pp |
| Annual return | 17.39% | 19.01%-1.6pp | 36.35%-19.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,055 | $1,322-20.1% | $3,705-71.5% | $2,471-57.3% |
| Participant deferral / active EE | $1,111 | $2,420-54.1% | $3,500-68.3% | $3,741-70.3% |
| Admin fee / account holder | $548 | $3,985-86.2% | $6,685-91.8% | $5,306-89.7% |