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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 | $13,122 | $162,136-91.9% | $152,301-91.4% | $154,746-91.5% |
| Participation rate | 36.4% | 84.1%-47.7pp | 82.4%-46.1pp | 80.7%-44.3pp |
| Annual return | 17.24% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $928 | $4,890-81.0% | $4,624-79.9% | $4,379-78.8% |
| Participant deferral / active EE | $3,417 | $8,341-59.0% | $8,004-57.3% | $6,730-49.2% |
| Admin fee / account holder | $2,321 | $15,759-85.3% | $14,398-83.9% | $14,365-83.8% |