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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 | $15,668 | $124,351-87.4% | $109,188-85.7% | $167,553-90.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 12.91% | 26.04%-13.1pp | 25.76%-12.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $1,046 | $4,210-75.2% | $3,723-71.9% | $4,840-78.4% |
| Participant deferral / active EE | $1,604 | $5,257-69.5% | $4,654-65.5% | $6,343-74.7% |
| Admin fee / account holder | $5,440 | $7,975-31.8% | $6,755-19.5% | $12,316-55.8% |