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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 | $14,586 | $78,682-81.5% | $109,188-86.6% | $85,851-83.0% |
| Participation rate | 62.9% | 68.3%-5.4pp | 75.9%-13.0pp | 69.3%-6.5pp |
| Annual return | 16.82% | 25.09%-8.3pp | 25.76%-8.9pp | 318.63%-301.8pp |
| Employer contribution / active EE | $1,875 | $2,734-31.4% | $3,723-49.6% | $2,565-26.9% |
| Participant deferral / active EE | $2,421 | $3,468-30.2% | $4,654-48.0% | $3,952-38.8% |
| Admin fee / account holder | $478 | $5,470-91.3% | $6,755-92.9% | $6,261-92.4% |