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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 | $11,782 | $117,895-90.0% | $102,460-88.5% | $145,897-91.9% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 11.23% | 31.92%-20.7pp | 29.47%-18.2pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,475 | $3,619-59.2% | $3,025-51.2% | $4,663-68.4% |
| Participant deferral / active EE | $2,204 | $5,736-61.6% | $5,056-56.4% | $6,689-67.1% |
| Admin fee / account holder | $7,396 | $13,353-44.6% | $9,460-21.8% | $13,390-44.8% |