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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 | $10,775 | $135,956-92.1% | $123,894-91.3% | $273,972-96.1% |
| Participation rate | 16.7% | 84.1%-67.4pp | 81.4%-64.7pp | 83.0%-66.3pp |
| Annual return | 17.07% | 56.63%-39.6pp | 47.52%-30.5pp | 41.46%-24.4pp |
| Employer contribution / active EE | $2,537 | $5,170-50.9% | $4,617-45.0% | $4,869-47.9% |
| Participant deferral / active EE | $2,771 | $6,343-56.3% | $5,984-53.7% | $5,287-47.6% |
| Admin fee / account holder | $4,859 | $9,817-50.5% | $8,357-41.9% | $10,133-52.0% |