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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 | $14,451 | $43,730-67.0% | $121,220-88.1% | $64,173-77.5% |
| Participation rate | 52.5% | 58.3%-5.9pp | 71.8%-19.3pp | 69.6%-17.1pp |
| Annual return | 5.09% | 68.94%-63.8pp | 16.94%-11.8pp | 7.63%-2.5pp |
| Employer contribution / active EE | $1,039 | $1,297-19.9% | $4,023-74.2% | $2,381-56.3% |
| Participant deferral / active EE | $1,319 | $2,281-42.2% | $3,345-60.6% | $3,470-62.0% |
| Admin fee / account holder | $1,006 | $3,502-71.3% | $5,021-80.0% | $4,887-79.4% |