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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 | $12,182 | $141,001-91.4% | $112,228-89.1% | $139,487-91.3% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 27.33% | 32.75%-5.4pp | 30.23%-2.9pp | 373.84%-346.5pp |
| Employer contribution / active EE | $1,626 | $4,285-62.1% | $3,432-52.6% | $4,755-65.8% |
| Participant deferral / active EE | $2,962 | $5,877-49.6% | $4,800-38.3% | $6,713-55.9% |
| Admin fee / account holder | $402 | $9,959-96.0% | $7,752-94.8% | $11,407-96.5% |