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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 | $15,175 | $282,059-94.6% | $213,469-92.9% | $154,746-90.2% |
| Participation rate | 65.0% | 82.7%-17.7pp | 77.1%-12.1pp | 80.7%-15.7pp |
| Annual return | 11.40% | 20.90%-9.5pp | 20.58%-9.2pp | 172.34%-160.9pp |
| Employer contribution / active EE | $2,335 | $6,189-62.3% | $4,994-53.2% | $4,379-46.7% |
| Participant deferral / active EE | $5,484 | $8,186-33.0% | $6,841-19.8% | $6,730-18.5% |
| Admin fee / account holder | $2,615 | $37,435-93.0% | $27,141-90.4% | $14,365-81.8% |