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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 | $107,733-90.0% | $92,985-88.4% | $154,746-93.1% |
| Participation rate | 61.5% | 74.6%-13.0pp | 69.5%-8.0pp | 80.7%-19.2pp |
| Annual return | 19.94% | 30.39%-10.5pp | 27.99%-8.1pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,460 | $3,126-53.3% | $2,662-45.1% | $4,379-66.6% |
| Participant deferral / active EE | $1,952 | $5,053-61.4% | $4,377-55.4% | $6,730-71.0% |
| Admin fee / account holder | $662 | $11,369-94.2% | $9,463-93.0% | $14,365-95.4% |