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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 | $13,609 | $105,856-87.1% | $90,161-84.9% | $147,586-90.8% |
| Participation rate | 44.4% | 79.7%-35.3pp | 76.9%-32.4pp | 82.8%-38.4pp |
| Annual return | 21.12% | 37.63%-16.5pp | 34.89%-13.8pp | 578.59%-557.5pp |
| Employer contribution / active EE | $2,102 | $4,126-49.1% | $3,318-36.6% | $4,876-56.9% |
| Participant deferral / active EE | $8,727 | $5,733+52.2% | $5,287+65.1% | $5,439+60.5% |
| Admin fee / account holder | $8,195 | $8,046+1.9% | $5,943+37.9% | $10,886-24.7% |