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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 | $11,447 | $124,980-90.8% | $108,359-89.4% | $154,746-92.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 12.04% | 45.00%-33.0pp | 36.89%-24.9pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,474 | $2,851-48.3% | $2,399-38.6% | $4,379-66.3% |
| Participant deferral / active EE | $2,177 | $4,743-54.1% | $4,137-47.4% | $6,730-67.6% |
| Admin fee / account holder | $63,599 | $11,502+453.0% | $9,741+552.9% | $14,365+342.7% |