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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 | $117,829-90.5% | $102,423-89.1% | $145,877-92.3% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 16.12% | 31.83%-15.7pp | 29.42%-13.3pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,125 | $3,615-68.9% | $3,023-62.8% | $4,663-75.9% |
| Participant deferral / active EE | $2,535 | $5,732-55.8% | $5,054-49.9% | $6,691-62.1% |
| Admin fee / account holder | $3,966 | $13,335-70.3% | $9,455-58.1% | $13,402-70.4% |