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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 | $11,739 | $211,288-94.4% | $178,540-93.4% | $145,884-92.0% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 7.72% | 30.27%-22.6pp | 27.15%-19.4pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,022 | $4,574-77.7% | $3,953-74.2% | $4,662-78.1% |
| Participant deferral / active EE | $1,618 | $6,967-76.8% | $6,281-74.2% | $6,690-75.8% |
| Admin fee / account holder | $35,331 | $12,105+191.9% | $10,424+238.9% | $13,392+163.8% |