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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 | $10,602 | $115,225-90.8% | $100,712-89.5% | $138,895-92.4% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 20.46% | 40.35%-19.9pp | 33.27%-12.8pp | 145.39%-124.9pp |
| Employer contribution / active EE | $2,952 | $2,771+6.5% | $2,313+27.6% | $4,194-29.6% |
| Participant deferral / active EE | $3,861 | $4,699-17.8% | $4,085-5.5% | $6,396-39.6% |
| Admin fee / account holder | $785 | $10,844-92.8% | $9,256-91.5% | $12,562-93.8% |