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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 | $11,935 | $162,967-92.7% | $135,792-91.2% | $138,895-91.4% |
| Participation rate | 57.1% | 78.3%-21.2pp | 72.6%-15.4pp | 79.9%-22.8pp |
| Annual return | 18.33% | 30.08%-11.7pp | 25.96%-7.6pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,090 | $4,211-74.1% | $3,496-68.8% | $4,194-74.0% |
| Participant deferral / active EE | $1,417 | $5,640-74.9% | $4,759-70.2% | $6,396-77.8% |
| Admin fee / account holder | $663 | $15,306-95.7% | $12,266-94.6% | $12,562-94.7% |