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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 | $12,281 | $91,037-86.5% | $71,671-82.9% | $147,586-91.7% |
| Participation rate | 45.5% | 76.1%-30.7pp | 68.7%-23.3pp | 82.8%-37.4pp |
| Annual return | 21.99% | 20.48%+1.5pp | 20.65%+1.3pp | 578.59%-556.6pp |
| Employer contribution / active EE | $1,552 | $3,327-53.3% | $2,460-36.9% | $4,876-68.2% |
| Participant deferral / active EE | $2,517 | $4,498-44.0% | $3,438-26.8% | $5,439-53.7% |
| Admin fee / account holder | $1,304 | $8,613-84.9% | $5,558-76.5% | $10,886-88.0% |