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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 | $12,306 | $251,004-95.1% | $191,597-93.6% | $138,895-91.1% |
| Participation rate | 44.4% | 82.4%-37.9pp | 76.9%-32.5pp | 79.9%-35.5pp |
| Annual return | 25.47% | 31.05%-5.6pp | 27.07%-1.6pp | 145.39%-119.9pp |
| Employer contribution / active EE | $1,655 | $6,226-73.4% | $5,025-67.1% | $4,194-60.5% |
| Participant deferral / active EE | $2,956 | $8,154-63.8% | $6,850-56.8% | $6,396-53.8% |
| Admin fee / account holder | $2,369 | $31,471-92.5% | $22,799-89.6% | $12,562-81.1% |