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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 | $10,516 | $90,486-88.4% | $78,676-86.6% | $273,972-96.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 6.24% | 75.62%-69.4pp | 62.19%-55.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $934 | $3,175-70.6% | $2,850-67.2% | $4,869-80.8% |
| Participant deferral / active EE | $2,056 | $3,901-47.3% | $3,517-41.5% | $5,287-61.1% |
| Admin fee / account holder | $7,501 | $5,263+42.5% | $4,510+66.3% | $10,133-26.0% |