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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 | $15,295 | $78,013-80.4% | $178,449-91.4% | $80,911-81.1% |
| Participation rate | 43.6% | 65.7%-22.0pp | 77.1%-33.5pp | 67.6%-24.0pp |
| Annual return | 32.44% | 18.07%+14.4pp | 27.09%+5.4pp | 35.63%-3.2pp |
| Employer contribution / active EE | $2,222 | $2,287-2.9% | $3,951-43.8% | $2,756-19.4% |
| Participant deferral / active EE | $3,641 | $4,408-17.4% | $6,277-42.0% | $4,297-15.3% |
| Admin fee / account holder | $2,630 | $7,166-63.3% | $10,362-74.6% | $6,935-62.1% |