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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 | $13,635 | $211,288-93.5% | $178,540-92.4% | $145,884-90.7% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 12.42% | 30.27%-17.9pp | 27.15%-14.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,194 | $4,574-52.0% | $3,953-44.5% | $4,662-53.0% |
| Participant deferral / active EE | $2,336 | $6,967-66.5% | $6,281-62.8% | $6,690-65.1% |
| Admin fee / account holder | $2,400 | $12,105-80.2% | $10,424-77.0% | $13,392-82.1% |