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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 | $12,690 | $141,004-91.0% | $112,273-88.7% | $139,456-90.9% |
| Participation rate | 53.3% | 79.2%-25.9pp | 72.4%-19.1pp | 80.3%-27.0pp |
| Annual return | 19.51% | 32.75%-13.2pp | 30.23%-10.7pp | 373.45%-353.9pp |
| Employer contribution / active EE | $1,141 | $4,285-73.4% | $3,431-66.8% | $4,753-76.0% |
| Participant deferral / active EE | $1,602 | $5,878-72.7% | $4,800-66.6% | $6,711-76.1% |
| Admin fee / account holder | $304 | $9,959-96.9% | $7,752-96.1% | $11,407-97.3% |