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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 | $10,252 | $155,555-93.4% | $146,866-93.0% | $155,188-93.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 14.99% | 115.41%-100.4pp | 102.85%-87.9pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,697 | $4,647-42.0% | $4,425-39.1% | $4,248-36.5% |
| Participant deferral / active EE | $3,237 | $8,044-59.8% | $7,759-58.3% | $6,531-50.4% |
| Admin fee / account holder | $630 | $14,755-95.7% | $13,620-95.4% | $14,480-95.6% |