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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 | $12,306 | $239,571-94.9% | $183,328-93.3% | $137,256-91.0% |
| Participation rate | 44.4% | 82.4%-38.0pp | 77.3%-32.9pp | 80.0%-35.5pp |
| Annual return | 25.47% | 35.69%-10.2pp | 29.67%-4.2pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,655 | $6,148-73.1% | $5,055-67.3% | $4,156-60.2% |
| Participant deferral / active EE | $2,956 | $7,995-63.0% | $6,795-56.5% | $6,407-53.9% |
| Admin fee / account holder | $2,369 | $30,059-92.1% | $21,427-88.9% | $12,270-80.7% |