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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 | $15,730 | $73,978-78.7% | $96,515-83.7% | $75,173-79.1% |
| Participation rate | 53.6% | 66.4%-12.9pp | 74.3%-20.8pp | 67.2%-13.6pp |
| Annual return | 25.95% | 26.72%-0.8pp | 35.73%-9.8pp | 160.72%-134.8pp |
| Employer contribution / active EE | $1,093 | $2,931-62.7% | $3,740-70.8% | $2,671-59.1% |
| Participant deferral / active EE | $1,769 | $3,660-51.7% | $4,880-63.7% | $4,126-57.1% |
| Admin fee / account holder | $2,565 | $5,219-50.8% | $6,735-61.9% | $5,651-54.6% |