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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 | $14,140 | $161,352-91.2% | $134,172-89.5% | $137,256-89.7% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 23.95% | 28.72%-4.8pp | 25.30%-1.4pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,784 | $4,099-56.5% | $3,420-47.8% | $4,156-57.1% |
| Participant deferral / active EE | $1,832 | $5,552-67.0% | $4,690-60.9% | $6,407-71.4% |
| Admin fee / account holder | $483 | $15,028-96.8% | $12,016-96.0% | $12,270-96.1% |