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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 | $17,377 | $135,956-87.2% | $123,894-86.0% | $273,972-93.7% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 10.69% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.8pp |
| Employer contribution / active EE | $887 | $5,170-82.8% | $4,617-80.8% | $4,869-81.8% |
| Participant deferral / active EE | $2,879 | $6,343-54.6% | $5,984-51.9% | $5,287-45.6% |
| Admin fee / account holder | $916 | $9,817-90.7% | $8,357-89.0% | $10,133-91.0% |