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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 | $19,047 | $135,956-86.0% | $123,894-84.6% | $273,972-93.0% |
| Participation rate | 65.2% | 84.1%-18.8pp | 81.4%-16.2pp | 83.0%-17.8pp |
| Annual return | 15.25% | 56.63%-41.4pp | 47.52%-32.3pp | 41.46%-26.2pp |
| Employer contribution / active EE | $8,665 | $5,170+67.6% | $4,617+87.7% | $4,869+78.0% |
| Participant deferral / active EE | $2,644 | $6,343-58.3% | $5,984-55.8% | $5,287-50.0% |
| Admin fee / account holder | $1,430 | $9,817-85.4% | $8,357-82.9% | $10,133-85.9% |