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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 | $11,488 | $162,136-92.9% | $152,301-92.5% | $154,746-92.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 17.98% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,888 | $4,890-61.4% | $4,624-59.2% | $4,379-56.9% |
| Participant deferral / active EE | $3,295 | $8,341-60.5% | $8,004-58.8% | $6,730-51.0% |
| Admin fee / account holder | $2,277 | $15,759-85.6% | $14,398-84.2% | $14,365-84.1% |