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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 | $11,069 | $106,247-89.6% | $96,515-88.5% | $139,466-92.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 21.92% | 38.47%-16.5pp | 35.73%-13.8pp | 373.66%-351.7pp |
| Employer contribution / active EE | $1,183 | $4,106-71.2% | $3,740-68.4% | $4,754-75.1% |
| Participant deferral / active EE | $1,470 | $5,456-73.1% | $4,880-69.9% | $6,712-78.1% |
| Admin fee / account holder | $1,718 | $7,885-78.2% | $6,735-74.5% | $11,409-84.9% |