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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 | $11,175 | $117,895-90.5% | $102,460-89.1% | $145,897-92.3% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 16.12% | 31.92%-15.8pp | 29.47%-13.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,125 | $3,619-68.9% | $3,025-62.8% | $4,663-75.9% |
| Participant deferral / active EE | $2,535 | $5,736-55.8% | $5,056-49.9% | $6,689-62.1% |
| Admin fee / account holder | $3,966 | $13,353-70.3% | $9,460-58.1% | $13,390-70.4% |