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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 | $13,859 | $153,769-91.0% | $133,975-89.7% | $273,972-94.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 12.59% | 36.51%-23.9pp | 29.29%-16.7pp | 41.46%-28.9pp |
| Employer contribution / active EE | $2,185 | $6,029-63.8% | $5,211-58.1% | $4,869-55.1% |
| Participant deferral / active EE | $3,825 | $6,958-45.0% | $6,282-39.1% | $5,287-27.7% |
| Admin fee / account holder | $2,025 | $11,765-82.8% | $9,324-78.3% | $10,133-80.0% |