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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 | $14,946 | $93,346-84.0% | $71,796-79.2% | $273,972-94.5% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | 5.69% | 130.39%-124.7pp | 78.04%-72.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,385 | $2,733-49.3% | $1,924-28.0% | $4,869-71.6% |
| Participant deferral / active EE | $1,462 | $3,475-57.9% | $2,794-47.7% | $5,287-72.3% |
| Admin fee / account holder | $1,540 | $6,571-76.6% | $4,815-68.0% | $10,133-84.8% |