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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 | $15,148 | $177,156-91.4% | $147,027-89.7% | $154,746-90.2% |
| Participation rate | 57.9% | 79.4%-21.5pp | 73.7%-15.8pp | 80.7%-22.8pp |
| Annual return | 12.96% | 21.94%-9.0pp | 20.23%-7.3pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,981 | $4,336-54.3% | $3,626-45.4% | $4,379-54.8% |
| Participant deferral / active EE | $4,986 | $5,797-14.0% | $4,933+1.1% | $6,730-25.9% |
| Admin fee / account holder | $113,555 | $14,904+661.9% | $12,223+829.1% | $14,365+690.5% |