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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 | $12,216 | $162,812-92.5% | $133,971-90.9% | $158,966-92.3% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 7.13% | 41.94%-34.8pp | 45.09%-38.0pp | 302.95%-295.8pp |
| Employer contribution / active EE | $1,213 | $4,976-75.6% | $3,919-69.1% | $4,762-74.5% |
| Participant deferral / active EE | $2,327 | $5,910-60.6% | $5,047-53.9% | $5,983-61.1% |
| Admin fee / account holder | $391 | $11,741-96.7% | $8,929-95.6% | $11,250-96.5% |