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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 | $11,801 | $183,627-93.6% | $155,602-92.4% | $145,978-91.9% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 16.04% | 61.32%-45.3pp | 64.81%-48.8pp | 550.52%-534.5pp |
| Employer contribution / active EE | $1,345 | $5,316-74.7% | $4,675-71.2% | $4,662-71.2% |
| Participant deferral / active EE | $2,344 | $6,466-63.7% | $5,629-58.4% | $6,690-65.0% |
| Admin fee / account holder | $363 | $19,327-98.1% | $15,923-97.7% | $13,400-97.3% |