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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 | $13,122 | $154,228-91.5% | $145,433-91.0% | $137,256-90.4% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 17.24% | 74.59%-57.4pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $928 | $4,804-80.7% | $4,554-79.6% | $4,156-77.7% |
| Participant deferral / active EE | $3,417 | $8,216-58.4% | $7,897-56.7% | $6,407-46.7% |
| Admin fee / account holder | $2,321 | $14,344-83.8% | $13,129-82.3% | $12,270-81.1% |