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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 | $11,047 | $223,823-95.1% | $211,142-94.8% | $154,746-92.9% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 13.45% | 50.39%-36.9pp | 46.84%-33.4pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,660 | $6,787-75.5% | $6,442-74.2% | $4,379-62.1% |
| Participant deferral / active EE | $3,790 | $9,750-61.1% | $9,284-59.2% | $6,730-43.7% |
| Admin fee / account holder | $1,172 | $19,707-94.1% | $19,076-93.9% | $14,365-91.8% |