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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 | $21,161 | $178,174-88.1% | $156,181-86.5% | $137,256-84.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 11.13% | 84.19%-73.1pp | 64.87%-53.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,497 | $4,972-49.8% | $4,294-41.9% | $4,156-39.9% |
| Participant deferral / active EE | $5,284 | $6,888-23.3% | $6,132-13.8% | $6,407-17.5% |
| Admin fee / account holder | $11,481 | $17,404-34.0% | $14,586-21.3% | $12,270-6.4% |