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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 | $199,109-94.5% | $173,730-93.7% | $154,746-93.0% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 9.53% | 20.02%-10.5pp | 19.96%-10.4pp | 172.34%-162.8pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,568 | $7,113-63.9% | $6,326-59.4% | $6,730-61.8% |
| Admin fee / account holder | $773 | $20,916-96.3% | $17,523-95.6% | $14,365-94.6% |