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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 | $12,266 | $135,956-91.0% | $123,894-90.1% | $273,972-95.5% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 8.14% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,532 | $5,170-70.4% | $4,617-66.8% | $4,869-68.5% |
| Participant deferral / active EE | $2,155 | $6,343-66.0% | $5,984-64.0% | $5,287-59.2% |
| Admin fee / account holder | $868 | $9,817-91.2% | $8,357-89.6% | $10,133-91.4% |