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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 | $10,541 | $124,980-91.6% | $108,359-90.3% | $154,746-93.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 23.93% | 45.00%-21.1pp | 36.89%-13.0pp | 172.34%-148.4pp |
| Employer contribution / active EE | $1,616 | $2,851-43.3% | $2,399-32.7% | $4,379-63.1% |
| Participant deferral / active EE | $2,783 | $4,743-41.3% | $4,137-32.7% | $6,730-58.7% |
| Admin fee / account holder | $698 | $11,502-93.9% | $9,741-92.8% | $14,365-95.1% |