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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 | $11,165 | $91,037-87.7% | $71,671-84.4% | $147,586-92.4% |
| Participation rate | 23.1% | 76.1%-53.0pp | 68.7%-45.7pp | 82.8%-59.8pp |
| Annual return | 30.29% | 20.48%+9.8pp | 20.65%+9.6pp | 578.59%-548.3pp |
| Employer contribution / active EE | $2,243 | $3,327-32.6% | $2,460-8.8% | $4,876-54.0% |
| Participant deferral / active EE | $2,628 | $4,498-41.6% | $3,438-23.6% | $5,439-51.7% |
| Admin fee / account holder | $2,363 | $8,613-72.6% | $5,558-57.5% | $10,886-78.3% |