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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 | $23,557 | $177,156-86.7% | $147,027-84.0% | $154,746-84.8% |
| Participation rate | 46.7% | 79.4%-32.7pp | 73.7%-27.1pp | 80.7%-34.0pp |
| Annual return | 16.26% | 21.94%-5.7pp | 20.23%-4.0pp | 172.34%-156.1pp |
| Employer contribution / active EE | $935 | $4,336-78.4% | $3,626-74.2% | $4,379-78.6% |
| Participant deferral / active EE | $1,812 | $5,797-68.7% | $4,933-63.3% | $6,730-73.1% |
| Admin fee / account holder | $2,221 | $14,904-85.1% | $12,223-81.8% | $14,365-84.5% |