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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 | $11,137 | $117,433-90.5% | $99,475-88.8% | $152,897-92.7% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.5%-32.5pp |
| Annual return | 16.25% | 31.87%-15.6pp | 30.72%-14.5pp | 345.43%-329.2pp |
| Employer contribution / active EE | $765 | $3,013-74.6% | $2,540-69.9% | $4,764-83.9% |
| Participant deferral / active EE | $3,048 | $4,086-25.4% | $3,619-15.8% | $5,851-47.9% |
| Admin fee / account holder | $441 | $7,634-94.2% | $6,252-93.0% | $11,599-96.2% |