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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 | $10,311 | $103,387-90.0% | $87,102-88.2% | $152,885-93.3% |
| Participation rate | 56.3% | 79.4%-23.1pp | 76.9%-20.6pp | 82.5%-26.2pp |
| Annual return | 27.55% | 28.10%-0.5pp | 28.19%-0.6pp | 345.39%-317.8pp |
| Employer contribution / active EE | $845 | $3,221-73.8% | $2,521-66.5% | $4,763-82.3% |
| Participant deferral / active EE | $1,829 | $4,778-61.7% | $4,048-54.8% | $5,851-68.7% |
| Admin fee / account holder | $439 | $12,193-96.4% | $7,491-94.1% | $11,598-96.2% |