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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 | $12,629 | $83,337-84.8% | $67,834-81.4% | $273,972-95.4% |
| Participation rate | 65.0% | 76.4%-11.4pp | 68.8%-3.8pp | 83.0%-18.0pp |
| Annual return | 6.93% | 259.45%-252.5pp | 138.47%-131.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $808 | $3,287-75.4% | $2,403-66.4% | $4,869-83.4% |
| Participant deferral / active EE | $1,683 | $4,088-58.8% | $3,160-46.7% | $5,287-68.2% |
| Admin fee / account holder | $1,091 | $6,752-83.8% | $4,622-76.4% | $10,133-89.2% |