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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 | $13,741 | $115,903-88.1% | $100,528-86.3% | $158,966-91.4% |
| Participation rate | 57.9% | 81.6%-23.7pp | 79.4%-21.5pp | 82.0%-24.1pp |
| Annual return | 28.52% | 34.80%-6.3pp | 30.90%-2.4pp | 302.95%-274.4pp |
| Employer contribution / active EE | $1,244 | $4,105-69.7% | $3,419-63.6% | $4,762-73.9% |
| Participant deferral / active EE | $2,781 | $6,677-58.4% | $6,271-55.7% | $5,983-53.5% |
| Admin fee / account holder | $962 | $11,000-91.3% | $8,084-88.1% | $11,250-91.5% |