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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 | $11,672 | $174,379-93.3% | $152,093-92.3% | $138,895-91.6% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 15.44% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,210 | $4,652-74.0% | $4,175-71.0% | $4,194-71.2% |
| Participant deferral / active EE | $1,896 | $6,159-69.2% | $5,451-65.2% | $6,396-70.4% |
| Admin fee / account holder | $7,823 | $16,880-53.7% | $14,497-46.0% | $12,562-37.7% |