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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 | $11,139 | $211,224-94.7% | $178,505-93.8% | $145,897-92.4% |
| Participation rate | 42.9% | 80.8%-38.0pp | 77.1%-34.3pp | 80.3%-37.4pp |
| Annual return | 12.03% | 30.28%-18.2pp | 27.16%-15.1pp | 552.29%-540.3pp |
| Employer contribution / active EE | $867 | $4,577-81.1% | $3,955-78.1% | $4,663-81.4% |
| Participant deferral / active EE | $1,894 | $6,966-72.8% | $6,280-69.8% | $6,689-71.7% |
| Admin fee / account holder | $6,781 | $12,109-44.0% | $10,428-35.0% | $13,390-49.4% |