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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 | $13,405 | $126,661-89.4% | $113,397-88.2% | $138,895-90.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 15.54% | 25.05%-9.5pp | 23.20%-7.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,319 | $3,456-61.8% | $2,977-55.7% | $4,194-68.6% |
| Participant deferral / active EE | $4,746 | $5,693-16.6% | $5,076-6.5% | $6,396-25.8% |
| Admin fee / account holder | $105,055 | $14,549+622.1% | $11,957+778.6% | $12,562+736.3% |