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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 | $12,623 | $135,956-90.7% | $123,894-89.8% | $273,972-95.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 14.49% | 56.63%-42.1pp | 47.52%-33.0pp | 41.46%-27.0pp |
| Employer contribution / active EE | $2,600 | $5,170-49.7% | $4,617-43.7% | $4,869-46.6% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,175 | $9,817-88.0% | $8,357-85.9% | $10,133-88.4% |