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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 | $14,675 | $110,307-86.7% | $96,576-84.8% | $139,456-89.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 18.57% | 26.40%-7.8pp | 25.87%-7.3pp | 373.45%-354.9pp |
| Employer contribution / active EE | $1,779 | $3,619-50.8% | $2,965-40.0% | $4,753-62.6% |
| Participant deferral / active EE | $2,874 | $5,547-48.2% | $4,851-40.8% | $6,711-57.2% |
| Admin fee / account holder | $817 | $11,597-93.0% | $8,253-90.1% | $11,407-92.8% |