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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 | $11,195 | $174,379-93.6% | $152,093-92.6% | $138,895-91.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 14.14% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,408 | $4,652-69.7% | $4,175-66.3% | $4,194-66.4% |
| Participant deferral / active EE | $2,910 | $6,159-52.7% | $5,451-46.6% | $6,396-54.5% |
| Admin fee / account holder | $8,915 | $16,880-47.2% | $14,497-38.5% | $12,562-29.0% |