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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 | $15,515 | $106,864-85.5% | $147,318-89.5% | $82,637-81.2% |
| Participation rate | 53.0% | 75.5%-22.5pp | 82.1%-29.0pp | 68.1%-15.0pp |
| Annual return | 22.21% | 27.49%-5.3pp | 70.43%-48.2pp | 53.51%-31.3pp |
| Employer contribution / active EE | $898 | $3,417-73.7% | $4,593-80.4% | $2,552-64.8% |
| Participant deferral / active EE | $2,510 | $6,496-61.4% | $7,906-68.2% | $4,126-39.2% |
| Admin fee / account holder | $1,460 | $8,415-82.7% | $13,708-89.4% | $7,339-80.1% |