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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 | $13,408 | $103,392-87.0% | $87,104-84.6% | $152,897-91.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 18.18% | 28.10%-9.9pp | 28.19%-10.0pp | 345.43%-327.3pp |
| Employer contribution / active EE | $995 | $3,221-69.1% | $2,521-60.5% | $4,764-79.1% |
| Participant deferral / active EE | $2,195 | $4,778-54.1% | $4,048-45.8% | $5,851-62.5% |
| Admin fee / account holder | $1,461 | $12,194-88.0% | $7,491-80.5% | $11,599-87.4% |