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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 | $11,696 | $100,901-88.4% | $75,501-84.5% | $147,586-92.1% |
| Participation rate | 57.1% | 77.1%-20.0pp | 72.4%-15.2pp | 82.8%-25.7pp |
| Annual return | 24.14% | 35.78%-11.6pp | 27.35%-3.2pp | 578.59%-554.5pp |
| Employer contribution / active EE | $2,004 | $3,253-38.4% | $2,352-14.8% | $4,876-58.9% |
| Participant deferral / active EE | $2,495 | $4,027-38.0% | $3,142-20.6% | $5,439-54.1% |
| Admin fee / account holder | $730 | $11,285-93.5% | $5,801-87.4% | $10,886-93.3% |