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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 | $10,963 | $106,267-89.7% | $96,520-88.6% | $139,456-92.1% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 29.82% | 38.45%-8.6pp | 35.72%-5.9pp | 373.45%-343.6pp |
| Employer contribution / active EE | $3,302 | $4,105-19.6% | $3,739-11.7% | $4,753-30.5% |
| Participant deferral / active EE | $4,205 | $5,454-22.9% | $4,879-13.8% | $6,711-37.3% |
| Admin fee / account holder | $3,069 | $7,882-61.1% | $6,733-54.4% | $11,407-73.1% |