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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 | $13,871 | $211,105-93.4% | $178,449-92.2% | $145,978-90.5% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 10.61% | 30.19%-19.6pp | 27.09%-16.5pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,473 | $4,569-67.8% | $3,951-62.7% | $4,662-68.4% |
| Participant deferral / active EE | $2,131 | $6,959-69.4% | $6,277-66.0% | $6,690-68.1% |
| Admin fee / account holder | $1,407 | $12,017-88.3% | $10,362-86.4% | $13,400-89.5% |