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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 | $10,525 | $65,364-83.9% | $92,909-88.7% | $72,975-85.6% |
| Participation rate | 61.8% | 68.3%-6.5pp | 76.0%-14.2pp | 69.5%-7.7pp |
| Annual return | 29.31% | 42.11%-12.8pp | 109.44%-80.1pp | 81.01%-51.7pp |
| Employer contribution / active EE | $1,501 | $2,594-42.1% | $3,653-58.9% | $2,440-38.5% |
| Participant deferral / active EE | $2,760 | $3,128-11.8% | $4,238-34.9% | $3,608-23.5% |
| Admin fee / account holder | $336 | $4,251-92.1% | $5,795-94.2% | $5,124-93.4% |