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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 | $11,927 | $110,212-89.2% | $96,534-87.6% | $139,466-91.4% |
| Participation rate | 29.2% | 78.1%-49.0pp | 76.0%-46.8pp | 80.3%-51.2pp |
| Annual return | 17.06% | 26.42%-9.4pp | 25.88%-8.8pp | 373.66%-356.6pp |
| Employer contribution / active EE | $1,154 | $3,620-68.1% | $2,965-61.1% | $4,754-75.7% |
| Participant deferral / active EE | $2,774 | $5,547-50.0% | $4,851-42.8% | $6,712-58.7% |
| Admin fee / account holder | $1,308 | $11,599-88.7% | $8,253-84.1% | $11,409-88.5% |