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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 | $12,288 | $99,652-87.7% | $78,778-84.4% | $147,586-91.7% |
| Participation rate | 55.6% | 76.2%-20.7pp | 69.2%-13.6pp | 82.8%-27.3pp |
| Annual return | 12.48% | 47.28%-34.8pp | 35.62%-23.1pp | 578.59%-566.1pp |
| Employer contribution / active EE | $401 | $2,796-85.7% | $1,986-79.8% | $4,876-91.8% |
| Participant deferral / active EE | $1,035 | $3,664-71.8% | $2,958-65.0% | $5,439-81.0% |
| Admin fee / account holder | $4,904 | $7,155-31.5% | $5,134-4.5% | $10,886-55.0% |