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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 | $13,962 | $228,395-93.9% | $185,861-92.5% | $158,982-91.2% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 14.67% | 40.82%-26.2pp | 35.96%-21.3pp | 302.99%-288.3pp |
| Employer contribution / active EE | $1,849 | $4,968-62.8% | $4,088-54.8% | $4,763-61.2% |
| Participant deferral / active EE | $2,865 | $6,417-55.4% | $5,634-49.1% | $5,983-52.1% |
| Admin fee / account holder | $5,120 | $11,869-56.9% | $9,503-46.1% | $11,252-54.5% |