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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 | $11,536 | $99,875-88.4% | $146,866-92.1% | $86,983-86.7% |
| Participation rate | 62.2% | 75.8%-13.6pp | 82.5%-20.3pp | 69.5%-7.4pp |
| Annual return | 16.75% | 28.10%-11.4pp | 102.85%-86.1pp | 25.83%-9.1pp |
| Employer contribution / active EE | $879 | $3,224-72.8% | $4,425-80.1% | $2,584-66.0% |
| Participant deferral / active EE | $6,524 | $6,322+3.2% | $7,759-15.9% | $4,194+55.6% |
| Admin fee / account holder | $6,025 | $7,838-23.1% | $13,620-55.8% | $7,856-23.3% |