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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 | $17,631 | $136,860-87.1% | $120,344-85.3% | $154,746-88.6% |
| Participation rate | 68.8% | 79.9%-11.1pp | 76.7%-8.0pp | 80.7%-12.0pp |
| Annual return | 16.11% | 21.38%-5.3pp | 20.30%-4.2pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,106 | $3,533-68.7% | $3,020-63.4% | $4,379-74.7% |
| Participant deferral / active EE | $2,302 | $5,793-60.3% | $5,135-55.2% | $6,730-65.8% |
| Admin fee / account holder | $5,462 | $15,393-64.5% | $12,742-57.1% | $14,365-62.0% |