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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 | $16,424 | $215,361-92.4% | $171,082-90.4% | $273,972-94.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 11.87% | 25.14%-13.3pp | 32.56%-20.7pp | 41.46%-29.6pp |
| Employer contribution / active EE | $1,687 | $4,967-66.0% | $4,002-57.8% | $4,869-65.3% |
| Participant deferral / active EE | $1,687 | $5,543-69.6% | $4,797-64.8% | $5,287-68.1% |
| Admin fee / account holder | $844 | $10,846-92.2% | $8,520-90.1% | $10,133-91.7% |