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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 | $10,751 | $215,361-95.0% | $171,082-93.7% | $273,972-96.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 6.69% | 25.14%-18.5pp | 32.56%-25.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $623 | $4,967-87.5% | $4,002-84.4% | $4,869-87.2% |
| Participant deferral / active EE | $1,147 | $5,543-79.3% | $4,797-76.1% | $5,287-78.3% |
| Admin fee / account holder | $350 | $10,846-96.8% | $8,520-95.9% | $10,133-96.5% |