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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 | $12,483 | $140,578-91.1% | $100,671-87.6% | $125,389-90.0% |
| Participation rate | 8.3% | 80.4%-72.1pp | 70.7%-62.4pp | 83.2%-74.9pp |
| Annual return | 1.18% | 24.67%-23.5pp | 20.43%-19.2pp | 282.24%-281.1pp |
| Employer contribution / active EE | $267 | $5,965-95.5% | $4,012-93.4% | $4,866-94.5% |
| Participant deferral / active EE | $337 | $3,981-91.5% | $3,144-89.3% | $5,352-93.7% |
| Admin fee / account holder | $1,426 | $6,716-78.8% | $4,850-70.6% | $9,541-85.1% |