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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 | $10,934 | $228,395-95.2% | $185,861-94.1% | $158,982-93.1% |
| Participation rate | 61.9% | 82.3%-20.4pp | 78.0%-16.1pp | 82.0%-20.1pp |
| Annual return | 14.72% | 40.82%-26.1pp | 35.96%-21.2pp | 302.99%-288.3pp |
| Employer contribution / active EE | $1,622 | $4,968-67.4% | $4,088-60.3% | $4,763-65.9% |
| Participant deferral / active EE | $2,990 | $6,417-53.4% | $5,634-46.9% | $5,983-50.0% |
| Admin fee / account holder | $2,654 | $11,869-77.6% | $9,503-72.1% | $11,252-76.4% |