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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 | $11,216 | $113,338-90.1% | $94,993-88.2% | $147,586-92.4% |
| Participation rate | 62.5% | 78.0%-15.5pp | 73.9%-11.4pp | 82.8%-20.3pp |
| Annual return | 22.20% | 20.80%+1.4pp | 27.14%-4.9pp | 578.59%-556.4pp |
| Employer contribution / active EE | $1,431 | $3,160-54.7% | $2,603-45.0% | $4,876-70.7% |
| Participant deferral / active EE | $2,990 | $3,777-20.8% | $3,317-9.9% | $5,439-45.0% |
| Admin fee / account holder | $877 | $6,063-85.5% | $4,960-82.3% | $10,886-91.9% |