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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 | $13,098 | $84,236-84.5% | $170,435-92.3% | $70,126-81.3% |
| Participation rate | 66.0% | 70.8%-4.8pp | 83.6%-17.6pp | 69.5%-3.5pp |
| Annual return | 13.46% | 23.06%-9.6pp | 205.94%-192.5pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,369 | $3,387-59.6% | $5,432-74.8% | $2,343-41.6% |
| Participant deferral / active EE | $1,516 | $3,086-50.9% | $4,939-69.3% | $3,332-54.5% |
| Admin fee / account holder | $2,360 | $5,698-58.6% | $13,881-83.0% | $4,645-49.2% |