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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 | $12,703 | $93,346-86.4% | $71,796-82.3% | $273,972-95.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 10.18% | 130.39%-120.2pp | 78.04%-67.9pp | 41.46%-31.3pp |
| Employer contribution / active EE | $711 | $2,733-74.0% | $1,924-63.1% | $4,869-85.4% |
| Participant deferral / active EE | $1,550 | $3,475-55.4% | $2,794-44.5% | $5,287-70.7% |
| Admin fee / account holder | $4,841 | $6,571-26.3% | $4,815+0.5% | $10,133-52.2% |