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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 | $13,836 | $199,109-93.1% | $173,730-92.0% | $154,746-91.1% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 22.67% | 20.02%+2.6pp | 19.96%+2.7pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,991 | $5,311-62.5% | $4,577-56.5% | $4,379-54.5% |
| Participant deferral / active EE | $2,356 | $7,113-66.9% | $6,326-62.8% | $6,730-65.0% |
| Admin fee / account holder | $531 | $20,916-97.5% | $17,523-97.0% | $14,365-96.3% |