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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 | $11,511 | $112,933-89.8% | $90,970-87.3% | $158,982-92.8% |
| Participation rate | 28.6% | 74.7%-46.2pp | 69.0%-40.4pp | 82.0%-53.4pp |
| Annual return | 15.17% | 215.82%-200.6pp | 134.60%-119.4pp | 302.99%-287.8pp |
| Employer contribution / active EE | $432 | $2,893-85.1% | $2,122-79.7% | $4,763-90.9% |
| Participant deferral / active EE | $1,511 | $4,128-63.4% | $3,373-55.2% | $5,983-74.7% |
| Admin fee / account holder | $1,017 | $8,047-87.4% | $5,961-82.9% | $11,252-91.0% |