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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 | $12,164 | $211,105-94.2% | $178,449-93.2% | $145,978-91.7% |
| Participation rate | 45.5% | 80.8%-35.3pp | 77.1%-31.6pp | 80.3%-34.8pp |
| Annual return | 17.16% | 30.19%-13.0pp | 27.09%-9.9pp | 550.52%-533.4pp |
| Employer contribution / active EE | $1,319 | $4,569-71.1% | $3,951-66.6% | $4,662-71.7% |
| Participant deferral / active EE | $2,106 | $6,959-69.7% | $6,277-66.4% | $6,690-68.5% |
| Admin fee / account holder | $3,279 | $12,017-72.7% | $10,362-68.4% | $13,400-75.5% |