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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 | $11,936 | $73,546-83.8% | $63,018-81.1% | $147,586-91.9% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.8%-34.8pp | 82.8%-42.8pp |
| Annual return | 12.38% | 175.56%-163.2pp | 87.62%-75.2pp | 578.59%-566.2pp |
| Employer contribution / active EE | $588 | $3,324-82.3% | $2,761-78.7% | $4,876-87.9% |
| Participant deferral / active EE | $833 | $4,185-80.1% | $3,330-75.0% | $5,439-84.7% |
| Admin fee / account holder | $6,399 | $5,956+7.4% | $3,601+77.7% | $10,886-41.2% |