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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 | $12,751 | $135,956-90.6% | $123,894-89.7% | $273,972-95.3% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 10.77% | 56.63%-45.9pp | 47.52%-36.7pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,151 | $5,170-58.4% | $4,617-53.4% | $4,869-55.8% |
| Participant deferral / active EE | $2,584 | $6,343-59.3% | $5,984-56.8% | $5,287-51.1% |
| Admin fee / account holder | $1,421 | $9,817-85.5% | $8,357-83.0% | $10,133-86.0% |