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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 | $10,734 | $174,018-93.8% | $136,833-92.2% | $198,609-94.6% |
| Participation rate | 15.8% | 65.1%-49.3pp | 59.0%-43.2pp | 82.4%-66.6pp |
| Annual return | 19.58% | 35.16%-15.6pp | 35.32%-15.7pp | 202.70%-183.1pp |
| Employer contribution / active EE | $323 | $1,571-79.4% | $1,319-75.5% | $5,055-93.6% |
| Participant deferral / active EE | $909 | $2,873-68.4% | $2,441-62.8% | $6,977-87.0% |
| Admin fee / account holder | $533 | $5,434-90.2% | $4,706-88.7% | $19,030-97.2% |