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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 | $14,933 | $93,346-84.0% | $71,796-79.2% | $273,972-94.5% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 8.98% | 130.39%-121.4pp | 78.04%-69.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,197 | $2,733-56.2% | $1,924-37.8% | $4,869-75.4% |
| Participant deferral / active EE | $2,396 | $3,475-31.0% | $2,794-14.2% | $5,287-54.7% |
| Admin fee / account holder | $947 | $6,571-85.6% | $4,815-80.3% | $10,133-90.7% |