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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 | $10,440 | $106,923-90.2% | $84,023-87.6% | $152,909-93.2% |
| Participation rate | 58.8% | 75.3%-16.4pp | 69.0%-10.2pp | 82.5%-23.6pp |
| Annual return | 25.99% | 105.02%-79.0pp | 71.32%-45.3pp | 345.46%-319.5pp |
| Employer contribution / active EE | $525 | $2,735-80.8% | $1,984-73.5% | $4,764-89.0% |
| Participant deferral / active EE | $1,489 | $4,013-62.9% | $3,239-54.0% | $5,851-74.6% |
| Admin fee / account holder | $481 | $8,289-94.2% | $6,102-92.1% | $11,601-95.9% |