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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 | $15,211 | $215,361-92.9% | $171,082-91.1% | $273,972-94.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 6.42% | 25.14%-18.7pp | 32.56%-26.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,563 | $4,967-68.5% | $4,002-60.9% | $4,869-67.9% |
| Participant deferral / active EE | $2,037 | $5,543-63.3% | $4,797-57.5% | $5,287-61.5% |
| Admin fee / account holder | $4,429 | $10,846-59.2% | $8,520-48.0% | $10,133-56.3% |