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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 | $174,379-93.6% | $152,093-92.7% | $138,895-92.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 12.71% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $2,056 | $4,652-55.8% | $4,175-50.7% | $4,194-51.0% |
| Participant deferral / active EE | $2,799 | $6,159-54.6% | $5,451-48.7% | $6,396-56.2% |
| Admin fee / account holder | $8,148 | $16,880-51.7% | $14,497-43.8% | $12,562-35.1% |