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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 | $11,113 | $77,449-85.7% | $69,483-84.0% | $152,909-92.7% |
| Participation rate | 31.6% | 78.1%-46.5pp | 74.6%-43.0pp | 82.5%-50.9pp |
| Annual return | 23.85% | 39.09%-15.2pp | 28.99%-5.1pp | 345.46%-321.6pp |
| Employer contribution / active EE | $598 | $3,316-82.0% | $2,780-78.5% | $4,764-87.4% |
| Participant deferral / active EE | $1,230 | $4,415-72.1% | $3,537-65.2% | $5,851-79.0% |
| Admin fee / account holder | $7,651 | $6,210+23.2% | $3,841+99.2% | $11,601-34.0% |