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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 | $11,235 | $99,652-88.7% | $78,778-85.7% | $147,586-92.4% |
| Participation rate | 44.4% | 76.2%-31.8pp | 69.2%-24.7pp | 82.8%-38.4pp |
| Annual return | 11.39% | 47.28%-35.9pp | 35.62%-24.2pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,079 | $2,796-61.4% | $1,986-45.7% | $4,876-77.9% |
| Participant deferral / active EE | $2,907 | $3,664-20.6% | $2,958-1.7% | $5,439-46.5% |
| Admin fee / account holder | $10,575 | $7,155+47.8% | $5,134+106.0% | $10,886-2.9% |