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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 | $13,961 | $113,338-87.7% | $94,993-85.3% | $147,586-90.5% |
| Participation rate | 62.5% | 78.0%-15.5pp | 73.9%-11.4pp | 82.8%-20.3pp |
| Annual return | 15.41% | 20.80%-5.4pp | 27.14%-11.7pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,135 | $3,160-64.1% | $2,603-56.4% | $4,876-76.7% |
| Participant deferral / active EE | $2,698 | $3,777-28.6% | $3,317-18.7% | $5,439-50.4% |
| Admin fee / account holder | $1,129 | $6,063-81.4% | $4,960-77.2% | $10,886-89.6% |