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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 | $11,998 | $154,228-92.2% | $145,433-91.8% | $137,256-91.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.45% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $937 | $4,804-80.5% | $4,554-79.4% | $4,156-77.5% |
| Participant deferral / active EE | $2,724 | $8,216-66.8% | $7,897-65.5% | $6,407-57.5% |
| Admin fee / account holder | $2,354 | $14,344-83.6% | $13,129-82.1% | $12,270-80.8% |