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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 | $7,263 | $147,556-95.1% | $129,031-94.4% | $198,609-96.3% |
| Participation rate | 58.3% | 77.2%-18.9pp | 73.4%-15.0pp | 82.4%-24.0pp |
| Annual return | 17.06% | 37.41%-20.4pp | 34.67%-17.6pp | 202.70%-185.6pp |
| Employer contribution / active EE | $2,013 | $3,645-44.8% | $3,226-37.6% | $5,055-60.2% |
| Participant deferral / active EE | $4,485 | $5,760-22.1% | $5,217-14.0% | $6,977-35.7% |
| Admin fee / account holder | $13,762 | $15,467-11.0% | $13,208+4.2% | $19,030-27.7% |