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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 | $11,087 | $211,288-94.8% | $178,540-93.8% | $145,884-92.4% |
| Participation rate | 55.6% | 80.8%-25.3pp | 77.1%-21.6pp | 80.3%-24.7pp |
| Annual return | 9.17% | 30.27%-21.1pp | 27.15%-18.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,485 | $4,574-67.5% | $3,953-62.4% | $4,662-68.2% |
| Participant deferral / active EE | $3,432 | $6,967-50.7% | $6,281-45.3% | $6,690-48.7% |
| Admin fee / account holder | $18,223 | $12,105+50.5% | $10,424+74.8% | $13,392+36.1% |