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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 | $15,893 | $135,956-88.3% | $123,894-87.2% | $273,972-94.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 7.13% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,886 | $5,170-44.2% | $4,617-37.5% | $4,869-40.7% |
| Participant deferral / active EE | $4,830 | $6,343-23.8% | $5,984-19.3% | $5,287-8.6% |
| Admin fee / account holder | $415 | $9,817-95.8% | $8,357-95.0% | $10,133-95.9% |