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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 | $11,014 | $135,956-91.9% | $123,894-91.1% | $273,972-96.0% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 6.47% | 56.63%-50.2pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,129 | $5,170-78.2% | $4,617-75.6% | $4,869-76.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,580 | $9,817-33.0% | $8,357-21.3% | $10,133-35.1% |