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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 | $14,552 | $126,661-88.5% | $113,397-87.2% | $138,895-89.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 20.53% | 25.05%-4.5pp | 23.20%-2.7pp | 145.39%-124.9pp |
| Employer contribution / active EE | $905 | $3,456-73.8% | $2,977-69.6% | $4,194-78.4% |
| Participant deferral / active EE | $1,952 | $5,693-65.7% | $5,076-61.6% | $6,396-69.5% |
| Admin fee / account holder | $616 | $14,549-95.8% | $11,957-94.8% | $12,562-95.1% |