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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 | $155,555-92.6% | $146,866-92.2% | $155,188-92.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 17.98% | 115.41%-97.4pp | 102.85%-84.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,888 | $4,647-59.4% | $4,425-57.3% | $4,248-55.6% |
| Participant deferral / active EE | $3,295 | $8,044-59.0% | $7,759-57.5% | $6,531-49.5% |
| Admin fee / account holder | $2,277 | $14,755-84.6% | $13,620-83.3% | $14,480-84.3% |