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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 | $10,062 | $103,949-90.3% | $69,182-85.5% | $273,972-96.3% |
| Participation rate | 60.0% | 67.4%-7.4pp | 55.1%+4.9pp | 83.0%-23.0pp |
| Annual return | 8.78% | 35.28%-26.5pp | -21.93%+30.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,526 | $1,783-14.4% | $1,206+26.5% | $4,869-68.7% |
| Participant deferral / active EE | $2,569 | $2,716-5.4% | $1,897+35.4% | $5,287-51.4% |
| Admin fee / account holder | $1,056 | $3,671-71.2% | $2,697-60.9% | $10,133-89.6% |