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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 | $10,225 | $53,128-80.8% | $86,582-88.2% | $70,126-85.4% |
| Participation rate | 48.0% | 65.3%-17.3pp | 73.5%-25.5pp | 69.5%-21.5pp |
| Annual return | 22.87% | 27.66%-4.8pp | 965.08%-942.2pp | 73.15%-50.3pp |
| Employer contribution / active EE | $1,110 | $2,068-46.3% | $2,839-60.9% | $2,343-52.6% |
| Participant deferral / active EE | $3,404 | $2,695+26.3% | $3,609-5.7% | $3,332+2.2% |
| Admin fee / account holder | $843 | $3,584-76.5% | $4,904-82.8% | $4,645-81.8% |