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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 | $13,840 | $96,731-85.7% | $123,973-88.8% | $86,983-84.1% |
| Participation rate | 69.0% | 70.0%-1.0pp | 76.7%-7.6pp | 69.5%-0.5pp |
| Annual return | 21.24% | 17.33%+3.9pp | 388.13%-366.9pp | 25.83%-4.6pp |
| Employer contribution / active EE | $2,633 | $3,297-20.1% | $4,126-36.2% | $2,584+1.9% |
| Participant deferral / active EE | $3,262 | $4,152-21.4% | $5,247-37.8% | $4,194-22.2% |
| Admin fee / account holder | $741 | $8,722-91.5% | $11,799-93.7% | $7,856-90.6% |