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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 | $10,799 | $211,288-94.9% | $178,540-94.0% | $145,884-92.6% |
| Participation rate | 53.8% | 80.8%-27.0pp | 77.1%-23.3pp | 80.3%-26.5pp |
| Annual return | 13.22% | 30.27%-17.1pp | 27.15%-13.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $657 | $4,574-85.6% | $3,953-83.4% | $4,662-85.9% |
| Participant deferral / active EE | $1,558 | $6,967-77.6% | $6,281-75.2% | $6,690-76.7% |
| Admin fee / account holder | $1,690 | $12,105-86.0% | $10,424-83.8% | $13,392-87.4% |