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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 | $13,207 | $124,314-89.4% | $109,163-87.9% | $167,518-92.1% |
| Participation rate | 41.2% | 79.4%-38.3pp | 75.9%-34.7pp | 82.1%-40.9pp |
| Annual return | 15.47% | 26.04%-10.6pp | 25.75%-10.3pp | 478.71%-463.2pp |
| Employer contribution / active EE | $939 | $4,209-77.7% | $3,723-74.8% | $4,838-80.6% |
| Participant deferral / active EE | $1,929 | $5,256-63.3% | $4,654-58.5% | $6,342-69.6% |
| Admin fee / account holder | $985 | $7,973-87.6% | $6,754-85.4% | $12,312-92.0% |