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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 | $11,037 | $232,540-95.3% | $185,117-94.0% | $147,586-92.5% |
| Participation rate | 39.1% | 82.4%-43.2pp | 77.3%-38.1pp | 82.8%-43.7pp |
| Annual return | 9.83% | 43.03%-33.2pp | 40.50%-30.7pp | 578.59%-568.8pp |
| Employer contribution / active EE | $832 | $5,195-84.0% | $4,182-80.1% | $4,876-82.9% |
| Participant deferral / active EE | $2,693 | $5,834-53.8% | $5,045-46.6% | $5,439-50.5% |
| Admin fee / account holder | $1,900 | $10,275-81.5% | $8,159-76.7% | $10,886-82.5% |