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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 | $11,909 | $185,312-93.6% | $161,489-92.6% | $154,746-92.3% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 17.82% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,045 | $4,769-78.1% | $4,268-75.5% | $4,379-76.1% |
| Participant deferral / active EE | $2,512 | $6,350-60.4% | $5,630-55.4% | $6,730-62.7% |
| Admin fee / account holder | $7,258 | $18,654-61.1% | $16,006-54.7% | $14,365-49.5% |