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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 | $12,148 | $209,336-94.2% | $197,124-93.8% | $137,256-91.1% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 13.15% | 48.09%-34.9pp | 44.34%-31.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,856 | $6,591-41.5% | $6,227-38.1% | $4,156-7.2% |
| Participant deferral / active EE | $5,289 | $9,614-45.0% | $9,135-42.1% | $6,407-17.4% |
| Admin fee / account holder | $9,639 | $17,308-44.3% | $16,298-40.9% | $12,270-21.4% |