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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 | $14,804 | $135,956-89.1% | $123,894-88.1% | $273,972-94.6% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 18.94% | 56.63%-37.7pp | 47.52%-28.6pp | 41.46%-22.5pp |
| Employer contribution / active EE | $2,289 | $5,170-55.7% | $4,617-50.4% | $4,869-53.0% |
| Participant deferral / active EE | $4,003 | $6,343-36.9% | $5,984-33.1% | $5,287-24.3% |
| Admin fee / account holder | $1,689 | $9,817-82.8% | $8,357-79.8% | $10,133-83.3% |