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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 | $17,777 | $215,361-91.7% | $171,082-89.6% | $273,968-93.5% |
| Participation rate | 57.9% | 82.0%-24.1pp | 76.7%-18.8pp | 83.0%-25.1pp |
| Annual return | 12.53% | 25.14%-12.6pp | 32.56%-20.0pp | 41.45%-28.9pp |
| Employer contribution / active EE | $1,475 | $4,967-70.3% | $4,002-63.2% | $4,869-69.7% |
| Participant deferral / active EE | $3,244 | $5,543-41.5% | $4,797-32.4% | $5,287-38.6% |
| Admin fee / account holder | $406 | $10,846-96.3% | $8,520-95.2% | $10,132-96.0% |