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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 | $13,871 | $211,239-93.4% | $178,528-92.2% | $145,877-90.5% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 10.61% | 30.22%-19.6pp | 27.11%-16.5pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,473 | $4,570-67.8% | $3,950-62.7% | $4,663-68.4% |
| Participant deferral / active EE | $2,131 | $6,963-69.4% | $6,278-66.1% | $6,691-68.2% |
| Admin fee / account holder | $1,407 | $12,095-88.4% | $10,419-86.5% | $13,402-89.5% |