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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 | $11,565 | $174,379-93.4% | $152,093-92.4% | $138,895-91.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 21.86% | 74.86%-53.0pp | 66.36%-44.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $1,006 | $4,652-78.4% | $4,175-75.9% | $4,194-76.0% |
| Participant deferral / active EE | $4,682 | $6,159-24.0% | $5,451-14.1% | $6,396-26.8% |
| Admin fee / account holder | $2,647 | $16,880-84.3% | $14,497-81.7% | $12,562-78.9% |