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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 | $12,382 | $211,239-94.1% | $178,528-93.1% | $145,877-91.5% |
| Participation rate | 39.1% | 80.8%-41.7pp | 77.1%-38.0pp | 80.3%-41.2pp |
| Annual return | 14.80% | 30.22%-15.4pp | 27.11%-12.3pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,553 | $4,570-66.0% | $3,950-60.7% | $4,663-66.7% |
| Participant deferral / active EE | $1,832 | $6,963-73.7% | $6,278-70.8% | $6,691-72.6% |
| Admin fee / account holder | $2,355 | $12,095-80.5% | $10,419-77.4% | $13,402-82.4% |