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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 | $12,186 | $83,337-85.4% | $67,834-82.0% | $273,972-95.6% |
| Participation rate | 61.1% | 76.4%-15.3pp | 68.8%-7.7pp | 83.0%-21.9pp |
| Annual return | 9.73% | 259.45%-249.7pp | 138.47%-128.7pp | 41.46%-31.7pp |
| Employer contribution / active EE | $2,179 | $3,287-33.7% | $2,403-9.3% | $4,869-55.2% |
| Participant deferral / active EE | $3,146 | $4,088-23.0% | $3,160-0.4% | $5,287-40.5% |
| Admin fee / account holder | $987 | $6,752-85.4% | $4,622-78.7% | $10,133-90.3% |