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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 | $13,027 | $124,425-89.5% | $112,040-88.4% | $137,256-90.5% |
| Participation rate | 64.7% | 79.3%-14.6pp | 76.5%-11.8pp | 80.0%-15.3pp |
| Annual return | 15.30% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,272 | $3,411-62.7% | $2,954-56.9% | $4,156-69.4% |
| Participant deferral / active EE | $2,794 | $5,718-51.1% | $5,098-45.2% | $6,407-56.4% |
| Admin fee / account holder | $2,670 | $15,207-82.4% | $12,098-77.9% | $12,270-78.2% |