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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 | $211,105-94.7% | $178,449-93.8% | $145,978-92.4% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 12.03% | 30.19%-18.2pp | 27.09%-15.1pp | 550.52%-538.5pp |
| Employer contribution / active EE | $867 | $4,569-81.0% | $3,951-78.1% | $4,662-81.4% |
| Participant deferral / active EE | $1,894 | $6,959-72.8% | $6,277-69.8% | $6,690-71.7% |
| Admin fee / account holder | $6,781 | $12,017-43.6% | $10,362-34.6% | $13,400-49.4% |