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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 | $11,164 | $86,298-87.1% | $111,308-90.0% | $85,847-87.0% |
| Participation rate | 64.3% | 73.3%-9.0pp | 77.3%-13.0pp | 69.3%-5.0pp |
| Annual return | 11.41% | 19.99%-8.6pp | 54.67%-43.3pp | 318.61%-307.2pp |
| Employer contribution / active EE | $1,161 | $2,044-43.2% | $2,732-57.5% | $2,565-54.7% |
| Participant deferral / active EE | $2,633 | $3,641-27.7% | $4,487-41.3% | $3,952-33.4% |
| Admin fee / account holder | $1,440 | $8,189-82.4% | $7,965-81.9% | $6,261-77.0% |