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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 | $13,437 | $91,198-85.3% | $178,503-92.5% | $79,856-83.2% |
| Participation rate | 64.5% | 69.2%-4.7pp | 81.9%-17.4pp | 69.6%-5.1pp |
| Annual return | 10.56% | 24.20%-13.6pp | 151.12%-140.6pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,347 | $3,257-58.6% | $5,011-73.1% | $2,471-45.5% |
| Participant deferral / active EE | $2,022 | $3,237-37.5% | $5,202-61.1% | $3,741-46.0% |
| Admin fee / account holder | $3,988 | $6,748-40.9% | $13,987-71.5% | $5,306-24.8% |