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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 | $13,511 | $112,915-88.0% | $90,965-85.1% | $158,950-91.5% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 17.00% | 215.75%-198.8pp | 134.57%-117.6pp | 302.91%-285.9pp |
| Employer contribution / active EE | $1,324 | $2,894-54.3% | $2,122-37.6% | $4,762-72.2% |
| Participant deferral / active EE | $3,900 | $4,128-5.5% | $3,373+15.6% | $5,983-34.8% |
| Admin fee / account holder | $2,568 | $8,044-68.1% | $5,960-56.9% | $11,248-77.2% |