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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 | $10,077 | $153,311-93.4% | $109,313-90.8% | $273,972-96.3% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 5.17% | 29.86%-24.7pp | 22.07%-16.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,105 | $5,619-80.3% | $3,892-71.6% | $4,869-77.3% |
| Participant deferral / active EE | $1,860 | $3,932-52.7% | $3,166-41.3% | $5,287-64.8% |
| Admin fee / account holder | $1,021 | $8,076-87.4% | $5,666-82.0% | $10,133-89.9% |