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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 | $12,707 | $93,598-86.4% | $135,974-90.7% | $75,173-83.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 28.93% | 30.89%-2.0pp | 68.30%-39.4pp | 160.72%-131.8pp |
| Employer contribution / active EE | $2,364 | $3,538-33.2% | $4,859-51.3% | $2,671-11.5% |
| Participant deferral / active EE | $3,979 | $6,405-37.9% | $7,760-48.7% | $4,126-3.6% |
| Admin fee / account holder | $2,313 | $6,978-66.9% | $10,767-78.5% | $5,651-59.1% |