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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 | $11,158 | $232,540-95.2% | $185,117-94.0% | $147,585-92.4% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 8.22% | 43.03%-34.8pp | 40.50%-32.3pp | 578.58%-570.4pp |
| Employer contribution / active EE | $1,132 | $5,195-78.2% | $4,182-72.9% | $4,876-76.8% |
| Participant deferral / active EE | $1,132 | $5,834-80.6% | $5,045-77.6% | $5,439-79.2% |
| Admin fee / account holder | $7,245 | $10,275-29.5% | $8,159-11.2% | $10,886-33.4% |