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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 | $12,818 | $90,400-85.8% | $186,193-93.1% | $87,485-85.3% |
| Participation rate | 61.1% | 66.2%-5.1pp | 77.1%-16.0pp | 68.9%-7.8pp |
| Annual return | 18.47% | 22.15%-3.7pp | 78.03%-59.6pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,300 | $2,170-40.1% | $3,918-66.8% | $2,596-49.9% |
| Participant deferral / active EE | $1,697 | $4,330-60.8% | $6,513-74.0% | $4,274-60.3% |
| Admin fee / account holder | $1,091 | $8,673-87.4% | $11,058-90.1% | $7,775-86.0% |