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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 | $15,963 | $215,361-92.6% | $171,082-90.7% | $273,972-94.2% |
| Participation rate | 47.1% | 82.0%-35.0pp | 76.7%-29.6pp | 83.0%-36.0pp |
| Annual return | 10.72% | 25.14%-14.4pp | 32.56%-21.8pp | 41.46%-30.7pp |
| Employer contribution / active EE | $449 | $4,967-91.0% | $4,002-88.8% | $4,869-90.8% |
| Participant deferral / active EE | $807 | $5,543-85.4% | $4,797-83.2% | $5,287-84.7% |
| Admin fee / account holder | $1,505 | $10,846-86.1% | $8,520-82.3% | $10,133-85.1% |