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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 | $14,958 | $106,864-86.0% | $147,318-89.8% | $82,637-81.9% |
| Participation rate | 64.0% | 75.5%-11.5pp | 82.1%-18.1pp | 68.1%-4.1pp |
| Annual return | 19.32% | 27.49%-8.2pp | 70.43%-51.1pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,096 | $3,417-67.9% | $4,593-76.1% | $2,552-57.0% |
| Participant deferral / active EE | $2,939 | $6,496-54.8% | $7,906-62.8% | $4,126-28.8% |
| Admin fee / account holder | $1,354 | $8,415-83.9% | $13,708-90.1% | $7,339-81.5% |