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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 | $13,458 | $211,288-93.6% | $178,540-92.5% | $145,884-90.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 9.17% | 30.27%-21.1pp | 27.15%-18.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $2,160 | $4,574-52.8% | $3,953-45.4% | $4,662-53.7% |
| Participant deferral / active EE | $2,160 | $6,967-69.0% | $6,281-65.6% | $6,690-67.7% |
| Admin fee / account holder | $4,104 | $12,105-66.1% | $10,424-60.6% | $13,392-69.4% |