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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 | $10,783 | $106,008-89.8% | $92,240-88.3% | $147,586-92.7% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 13.08% | 50.05%-37.0pp | 176.29%-163.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $944 | $4,333-78.2% | $3,680-74.4% | $4,876-80.6% |
| Participant deferral / active EE | $1,225 | $4,478-72.6% | $3,897-68.6% | $5,439-77.5% |
| Admin fee / account holder | $2,247 | $6,333-64.5% | $5,194-56.7% | $10,886-79.4% |