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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 | $209,336-94.7% | $197,124-94.4% | $137,256-92.0% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 15.59% | 48.09%-32.5pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,660 | $6,591-74.8% | $6,227-73.3% | $4,156-60.1% |
| Participant deferral / active EE | $3,790 | $9,614-60.6% | $9,135-58.5% | $6,407-40.8% |
| Admin fee / account holder | $1,370 | $17,308-92.1% | $16,298-91.6% | $12,270-88.8% |