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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 | $10,289 | $46,877-78.1% | $122,354-91.6% | $70,126-85.3% |
| Participation rate | 40.7% | 58.2%-17.5pp | 71.6%-30.9pp | 69.5%-28.8pp |
| Annual return | 22.15% | 24.22%-2.1pp | 30.28%-8.1pp | 73.15%-51.0pp |
| Employer contribution / active EE | $530 | $1,288-58.9% | $4,051-86.9% | $2,343-77.4% |
| Participant deferral / active EE | $932 | $2,167-57.0% | $3,287-71.7% | $3,332-72.0% |
| Admin fee / account holder | $934 | $3,324-71.9% | $5,479-82.9% | $4,645-79.9% |