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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 | $211,224-94.7% | $178,505-93.7% | $145,897-92.3% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 19.73% | 30.28%-10.6pp | 27.16%-7.4pp | 552.29%-532.6pp |
| Employer contribution / active EE | $2,078 | $4,577-54.6% | $3,955-47.5% | $4,663-55.4% |
| Participant deferral / active EE | $2,347 | $6,966-66.3% | $6,280-62.6% | $6,689-64.9% |
| Admin fee / account holder | $3,451 | $12,109-71.5% | $10,428-66.9% | $13,390-74.2% |