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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 | $16,878 | $126,661-86.7% | $113,397-85.1% | $138,895-87.8% |
| Participation rate | 47.4% | 79.4%-32.1pp | 76.5%-29.1pp | 79.9%-32.6pp |
| Annual return | 17.93% | 25.05%-7.1pp | 23.20%-5.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,333 | $3,456-61.4% | $2,977-55.2% | $4,194-68.2% |
| Participant deferral / active EE | $2,373 | $5,693-58.3% | $5,076-53.2% | $6,396-62.9% |
| Admin fee / account holder | $380 | $14,549-97.4% | $11,957-96.8% | $12,562-97.0% |