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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 | $211,224-93.4% | $178,505-92.2% | $145,897-90.5% |
| Participation rate | 42.9% | 80.8%-38.0pp | 77.1%-34.3pp | 80.3%-37.4pp |
| Annual return | 10.61% | 30.28%-19.7pp | 27.16%-16.5pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,473 | $4,577-67.8% | $3,955-62.8% | $4,663-68.4% |
| Participant deferral / active EE | $2,131 | $6,966-69.4% | $6,280-66.1% | $6,689-68.1% |
| Admin fee / account holder | $1,407 | $12,109-88.4% | $10,428-86.5% | $13,390-89.5% |