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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 | $123,155-91.4% | $108,753-90.3% | $155,188-93.2% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 23.93% | 44.73%-20.8pp | 37.47%-13.5pp | 148.84%-124.9pp |
| Employer contribution / active EE | $1,616 | $2,811-42.5% | $2,427-33.4% | $4,248-62.0% |
| Participant deferral / active EE | $2,783 | $4,623-39.8% | $4,115-32.4% | $6,531-57.4% |
| Admin fee / account holder | $698 | $12,126-94.2% | $10,320-93.2% | $14,480-95.2% |