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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 | $15,434 | $185,312-91.7% | $161,489-90.4% | $154,746-90.0% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 18.08% | 103.84%-85.8pp | 89.72%-71.6pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,803 | $4,769-62.2% | $4,268-57.8% | $4,379-58.8% |
| Participant deferral / active EE | $2,565 | $6,350-59.6% | $5,630-54.4% | $6,730-61.9% |
| Admin fee / account holder | $2,211 | $18,654-88.1% | $16,006-86.2% | $14,365-84.6% |