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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 | $12,563 | $95,406-86.8% | $185,849-93.2% | $85,847-85.4% |
| Participation rate | 38.1% | 68.8%-30.7pp | 81.7%-43.6pp | 69.3%-31.2pp |
| Annual return | 15.08% | 23.59%-8.5pp | 122.10%-107.0pp | 318.61%-303.5pp |
| Employer contribution / active EE | $693 | $3,314-79.1% | $5,169-86.6% | $2,565-73.0% |
| Participant deferral / active EE | $1,351 | $3,424-60.5% | $5,569-75.7% | $3,952-65.8% |
| Admin fee / account holder | $684 | $7,214-90.5% | $16,244-95.8% | $6,261-89.1% |