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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 | $12,237 | $183,516-93.3% | $155,534-92.1% | $145,884-91.6% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 12.16% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,075 | $5,315-79.8% | $4,675-77.0% | $4,662-76.9% |
| Participant deferral / active EE | $1,946 | $6,467-69.9% | $5,630-65.4% | $6,690-70.9% |
| Admin fee / account holder | $575 | $19,293-97.0% | $15,900-96.4% | $13,392-95.7% |