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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 | $13,739 | $73,978-81.4% | $96,515-85.8% | $75,173-81.7% |
| Participation rate | 43.3% | 66.4%-23.1pp | 74.3%-31.0pp | 67.2%-23.9pp |
| Annual return | 20.33% | 26.72%-6.4pp | 35.73%-15.4pp | 160.72%-140.4pp |
| Employer contribution / active EE | $893 | $2,931-69.5% | $3,740-76.1% | $2,671-66.6% |
| Participant deferral / active EE | $1,549 | $3,660-57.7% | $4,880-68.3% | $4,126-62.5% |
| Admin fee / account holder | $1,668 | $5,219-68.0% | $6,735-75.2% | $5,651-70.5% |