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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 | $11,057 | $124,980-91.2% | $108,359-89.8% | $154,746-92.9% |
| Participation rate | 61.9% | 75.2%-13.3pp | 70.1%-8.2pp | 80.7%-18.8pp |
| Annual return | 14.09% | 45.00%-30.9pp | 36.89%-22.8pp | 172.34%-158.2pp |
| Employer contribution / active EE | $559 | $2,851-80.4% | $2,399-76.7% | $4,379-87.2% |
| Participant deferral / active EE | $1,739 | $4,743-63.3% | $4,137-58.0% | $6,730-74.2% |
| Admin fee / account holder | $1,551 | $11,502-86.5% | $9,741-84.1% | $14,365-89.2% |