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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 | $16,381 | $135,956-88.0% | $123,894-86.8% | $273,972-94.0% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 7.60% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $918 | $5,170-82.2% | $4,617-80.1% | $4,869-81.1% |
| Participant deferral / active EE | $2,146 | $6,343-66.2% | $5,984-64.1% | $5,287-59.4% |
| Admin fee / account holder | $1,130 | $9,817-88.5% | $8,357-86.5% | $10,133-88.8% |