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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 | $10,972 | $183,516-94.0% | $155,534-92.9% | $145,884-92.5% |
| Participation rate | 68.4% | 82.7%-14.3pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 17.15% | 61.43%-44.3pp | 64.92%-47.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,393 | $5,315-73.8% | $4,675-70.2% | $4,662-70.1% |
| Participant deferral / active EE | $1,937 | $6,467-70.0% | $5,630-65.6% | $6,690-71.0% |
| Admin fee / account holder | $652 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |