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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 | $14,395 | $103,966-86.2% | $112,899-87.2% | $75,173-80.9% |
| Participation rate | 43.3% | 75.7%-32.3pp | 80.5%-37.2pp | 67.2%-23.9pp |
| Annual return | 24.04% | 24.54%-0.5pp | 34.11%-10.1pp | 160.72%-136.7pp |
| Employer contribution / active EE | $1,657 | $3,870-57.2% | $4,566-63.7% | $2,671-38.0% |
| Participant deferral / active EE | $3,417 | $5,456-37.4% | $6,516-47.6% | $4,126-17.2% |
| Admin fee / account holder | $633 | $7,663-91.7% | $7,047-91.0% | $5,651-88.8% |