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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 | $13,304 | $106,918-87.6% | $84,021-84.2% | $152,897-91.3% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 12.72% | 105.01%-92.3pp | 71.32%-58.6pp | 345.43%-332.7pp |
| Employer contribution / active EE | $531 | $2,735-80.6% | $1,984-73.2% | $4,764-88.8% |
| Participant deferral / active EE | $1,040 | $4,012-74.1% | $3,239-67.9% | $5,851-82.2% |
| Admin fee / account holder | $8,761 | $8,288+5.7% | $6,102+43.6% | $11,599-24.5% |