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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 | $10,658 | $53,127-79.9% | $86,597-87.7% | $70,131-84.8% |
| Participation rate | 37.5% | 65.3%-27.8pp | 73.5%-36.0pp | 69.5%-32.0pp |
| Annual return | 20.66% | 27.66%-7.0pp | 964.96%-944.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $386 | $2,068-81.3% | $2,840-86.4% | $2,342-83.5% |
| Participant deferral / active EE | $939 | $2,696-65.2% | $3,609-74.0% | $3,332-71.8% |
| Admin fee / account holder | $373 | $3,585-89.6% | $4,906-92.4% | $4,645-92.0% |