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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 | $11,296 | $211,239-94.7% | $178,528-93.7% | $145,877-92.3% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 19.73% | 30.22%-10.5pp | 27.11%-7.4pp | 551.28%-531.6pp |
| Employer contribution / active EE | $2,078 | $4,570-54.5% | $3,950-47.4% | $4,663-55.4% |
| Participant deferral / active EE | $2,347 | $6,963-66.3% | $6,278-62.6% | $6,691-64.9% |
| Admin fee / account holder | $3,451 | $12,095-71.5% | $10,419-66.9% | $13,402-74.3% |