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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 | $17,607 | $135,956-87.0% | $123,894-85.8% | $273,972-93.6% |
| Participation rate | 38.5% | 84.1%-45.6pp | 81.4%-42.9pp | 83.0%-44.6pp |
| Annual return | 5.79% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $923 | $5,170-82.1% | $4,617-80.0% | $4,869-81.0% |
| Participant deferral / active EE | $2,460 | $6,343-61.2% | $5,984-58.9% | $5,287-53.5% |
| Admin fee / account holder | $1,257 | $9,817-87.2% | $8,357-85.0% | $10,133-87.6% |