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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 | $10,886 | $213,785-94.9% | $185,441-94.1% | $155,188-93.0% |
| Participation rate | 60.0% | 83.2%-23.2pp | 80.3%-20.3pp | 80.8%-20.8pp |
| Annual return | 9.53% | 19.97%-10.4pp | 20.16%-10.6pp | 148.84%-139.3pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,568 | $6,864-62.6% | $6,152-58.3% | $6,531-60.7% |
| Admin fee / account holder | $773 | $21,134-96.3% | $17,890-95.7% | $14,480-94.7% |