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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 | $10,741 | $123,000-91.3% | $105,582-89.8% | $198,609-94.6% |
| Participation rate | 61.5% | 76.8%-15.2pp | 71.8%-10.2pp | 82.4%-20.8pp |
| Annual return | 19.94% | 18.31%+1.6pp | 18.61%+1.3pp | 202.70%-182.8pp |
| Employer contribution / active EE | $1,460 | $3,582-59.2% | $2,984-51.1% | $5,055-71.1% |
| Participant deferral / active EE | $1,952 | $5,013-61.1% | $4,353-55.2% | $6,977-72.0% |
| Admin fee / account holder | $662 | $16,254-95.9% | $12,856-94.8% | $19,030-96.5% |