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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 | $11,157 | $185,312-94.0% | $161,489-93.1% | $154,746-92.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 12.71% | 103.84%-91.1pp | 89.72%-77.0pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,056 | $4,769-56.9% | $4,268-51.8% | $4,379-53.0% |
| Participant deferral / active EE | $2,799 | $6,350-55.9% | $5,630-50.3% | $6,730-58.4% |
| Admin fee / account holder | $8,148 | $18,654-56.3% | $16,006-49.1% | $14,365-43.3% |