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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 | $10,065 | $215,361-95.3% | $171,082-94.1% | $273,972-96.3% |
| Participation rate | 33.3% | 82.0%-48.7pp | 76.7%-43.4pp | 83.0%-49.7pp |
| Annual return | 43.15% | 25.14%+18.0pp | 32.56%+10.6pp | 41.46%+1.7pp |
| Employer contribution / active EE | $897 | $4,967-81.9% | $4,002-77.6% | $4,869-81.6% |
| Participant deferral / active EE | $2,538 | $5,543-54.2% | $4,797-47.1% | $5,287-52.0% |
| Admin fee / account holder | $2,181 | $10,846-79.9% | $8,520-74.4% | $10,133-78.5% |