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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 | $13,526 | $110,240-87.7% | $96,544-86.0% | $139,487-90.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 23.63% | 26.41%-2.8pp | 25.88%-2.3pp | 373.84%-350.2pp |
| Employer contribution / active EE | $2,085 | $3,622-42.4% | $2,966-29.7% | $4,755-56.1% |
| Participant deferral / active EE | $3,821 | $5,549-31.1% | $4,851-21.2% | $6,713-43.1% |
| Admin fee / account holder | $421 | $11,602-96.4% | $8,254-94.9% | $11,407-96.3% |