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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 | $12,346 | $165,939-92.6% | $122,354-89.9% | $147,586-91.6% |
| Participation rate | 20.0% | 79.6%-59.6pp | 71.6%-51.6pp | 82.8%-62.8pp |
| Annual return | 13.43% | 34.56%-21.1pp | 30.28%-16.8pp | 578.59%-565.2pp |
| Employer contribution / active EE | $507 | $5,754-91.2% | $4,051-87.5% | $4,876-89.6% |
| Participant deferral / active EE | $736 | $4,005-81.6% | $3,287-77.6% | $5,439-86.5% |
| Admin fee / account holder | $6,483 | $7,425-12.7% | $5,479+18.3% | $10,886-40.4% |