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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 | $11,520 | $70,684-83.7% | $169,390-93.2% | $75,173-84.7% |
| Participation rate | 37.0% | 64.8%-27.8pp | 77.2%-40.2pp | 67.2%-30.2pp |
| Annual return | 19.30% | 36.38%-17.1pp | 406.07%-386.8pp | 160.72%-141.4pp |
| Employer contribution / active EE | $945 | $2,211-57.2% | $4,013-76.4% | $2,671-64.6% |
| Participant deferral / active EE | $1,975 | $4,310-54.2% | $6,222-68.3% | $4,126-52.1% |
| Admin fee / account holder | $1,383 | $5,404-74.4% | $9,015-84.7% | $5,651-75.5% |