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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 | $10,447 | $104,251-90.0% | $91,004-88.5% | $147,586-92.9% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.6%-13.1pp | 82.8%-20.3pp |
| Annual return | 13.66% | 27.06%-13.4pp | 4.60%+9.1pp | 578.59%-564.9pp |
| Employer contribution / active EE | $910 | $3,116-70.8% | $2,456-62.9% | $4,876-81.3% |
| Participant deferral / active EE | $1,252 | $4,195-70.1% | $3,548-64.7% | $5,439-77.0% |
| Admin fee / account holder | $2,060 | $8,948-77.0% | $5,417-62.0% | $10,886-81.1% |