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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 | $11,107 | $124,330-91.1% | $109,173-89.8% | $167,536-93.4% |
| Participation rate | 52.9% | 79.5%-26.5pp | 75.9%-22.9pp | 82.1%-29.2pp |
| Annual return | 17.10% | 26.04%-8.9pp | 25.75%-8.7pp | 478.82%-461.7pp |
| Employer contribution / active EE | $1,382 | $4,209-67.2% | $3,723-62.9% | $4,839-71.4% |
| Participant deferral / active EE | $1,871 | $5,256-64.4% | $4,654-59.8% | $6,342-70.5% |
| Admin fee / account holder | $597 | $7,974-92.5% | $6,755-91.2% | $12,315-95.2% |