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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 | $18,874 | $117,904-84.0% | $102,457-81.6% | $145,978-87.1% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 10.72% | 31.80%-21.1pp | 29.41%-18.7pp | 550.52%-539.8pp |
| Employer contribution / active EE | $1,113 | $3,613-69.2% | $3,022-63.2% | $4,662-76.1% |
| Participant deferral / active EE | $1,893 | $5,733-67.0% | $5,054-62.5% | $6,690-71.7% |
| Admin fee / account holder | $4,883 | $13,329-63.4% | $9,451-48.3% | $13,400-63.6% |