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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 | $9,959 | $174,379-94.3% | $152,093-93.5% | $138,895-92.8% |
| Participation rate | 53.3% | 81.6%-28.3pp | 77.8%-24.4pp | 79.9%-26.6pp |
| Annual return | 28.01% | 74.86%-46.8pp | 66.36%-38.3pp | 145.39%-117.4pp |
| Employer contribution / active EE | $1,136 | $4,652-75.6% | $4,175-72.8% | $4,194-72.9% |
| Participant deferral / active EE | $1,739 | $6,159-71.8% | $5,451-68.1% | $6,396-72.8% |
| Admin fee / account holder | $12,591 | $16,880-25.4% | $14,497-13.1% | $12,562+0.2% |