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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 | $11,998 | $124,980-90.4% | $108,359-88.9% | $154,746-92.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 18.79% | 45.00%-26.2pp | 36.89%-18.1pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,664 | $2,851-41.6% | $2,399-30.7% | $4,379-62.0% |
| Participant deferral / active EE | $1,664 | $4,743-64.9% | $4,137-59.8% | $6,730-75.3% |
| Admin fee / account holder | $22,165 | $11,502+92.7% | $9,741+127.5% | $14,365+54.3% |