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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 | $15,163 | $127,387-88.1% | $115,038-86.8% | $125,389-87.9% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | 1.16% | 31.28%-30.1pp | 26.14%-25.0pp | 282.24%-281.1pp |
| Employer contribution / active EE | $1,866 | $5,166-63.9% | $4,608-59.5% | $4,866-61.7% |
| Participant deferral / active EE | $2,849 | $6,423-55.6% | $6,026-52.7% | $5,352-46.8% |
| Admin fee / account holder | $720 | $9,516-92.4% | $8,175-91.2% | $9,541-92.5% |