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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 | $12,376 | $101,063-87.8% | $81,473-84.8% | $147,586-91.6% |
| Participation rate | 38.5% | 74.5%-36.0pp | 68.0%-29.5pp | 82.8%-44.4pp |
| Annual return | 17.52% | 32.41%-14.9pp | 38.78%-21.3pp | 578.59%-561.1pp |
| Employer contribution / active EE | $271 | $3,206-91.5% | $2,568-89.4% | $4,876-94.4% |
| Participant deferral / active EE | $1,480 | $4,242-65.1% | $3,537-58.2% | $5,439-72.8% |
| Admin fee / account holder | $397 | $5,812-93.2% | $4,561-91.3% | $10,886-96.4% |