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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 | $9,711 | $208,088-95.3% | $186,193-94.8% | $154,746-93.7% |
| Participation rate | 52.9% | 80.0%-27.1pp | 77.1%-24.2pp | 80.7%-27.8pp |
| Annual return | 11.86% | 89.97%-78.1pp | 78.03%-66.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $547 | $4,340-87.4% | $3,918-86.0% | $4,379-87.5% |
| Participant deferral / active EE | $1,781 | $7,078-74.8% | $6,513-72.7% | $6,730-73.5% |
| Admin fee / account holder | $27,426 | $11,698+134.4% | $11,058+148.0% | $14,365+90.9% |