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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 | $12,473 | $81,476-84.7% | $102,383-87.8% | $80,925-84.6% |
| Participation rate | 65.5% | 66.8%-1.3pp | 74.5%-9.0pp | 67.7%-2.1pp |
| Annual return | 13.53% | 25.59%-12.1pp | 24.94%-11.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,056 | $3,105-66.0% | $3,870-72.7% | $2,756-61.7% |
| Participant deferral / active EE | $1,855 | $3,871-52.1% | $5,060-63.3% | $4,299-56.9% |
| Admin fee / account holder | $1,068 | $6,717-84.1% | $8,391-87.3% | $6,940-84.6% |