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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 | $14,933 | $215,361-93.1% | $171,082-91.3% | $273,972-94.5% |
| Participation rate | 28.6% | 82.0%-53.5pp | 76.7%-48.1pp | 83.0%-54.4pp |
| Annual return | 12.31% | 25.14%-12.8pp | 32.56%-20.3pp | 41.46%-29.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $870 | $5,543-84.3% | $4,797-81.9% | $5,287-83.5% |
| Admin fee / account holder | $599 | $10,846-94.5% | $8,520-93.0% | $10,133-94.1% |