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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 | $11,917 | $148,582-92.0% | $135,942-91.2% | $139,456-91.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 22.33% | 79.26%-56.9pp | 68.28%-46.0pp | 373.45%-351.1pp |
| Employer contribution / active EE | $1,922 | $5,245-63.4% | $4,858-60.4% | $4,753-59.6% |
| Participant deferral / active EE | $5,674 | $8,101-30.0% | $7,759-26.9% | $6,711-15.5% |
| Admin fee / account holder | $2,165 | $12,402-82.5% | $10,764-79.9% | $11,407-81.0% |