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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 | $19,427 | $181,896-89.3% | $156,551-87.6% | $273,972-92.9% |
| Participation rate | 57.9% | 88.4%-30.5pp | 84.0%-26.1pp | 83.0%-25.1pp |
| Annual return | 12.30% | 30.74%-18.4pp | 32.23%-19.9pp | 41.46%-29.2pp |
| Employer contribution / active EE | $2,091 | $6,248-66.5% | $5,501-62.0% | $4,869-57.1% |
| Participant deferral / active EE | $3,526 | $5,550-36.5% | $4,871-27.6% | $5,287-33.3% |
| Admin fee / account holder | $359 | $15,560-97.7% | $13,028-97.2% | $10,133-96.5% |