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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 | $11,377 | $118,708-90.4% | $98,920-88.5% | $158,982-92.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 12.65% | 372.49%-359.8pp | 196.47%-183.8pp | 302.99%-290.3pp |
| Employer contribution / active EE | $797 | $3,334-76.1% | $2,689-70.4% | $4,763-83.3% |
| Participant deferral / active EE | $3,235 | $5,089-36.4% | $4,245-23.8% | $5,983-45.9% |
| Admin fee / account holder | $8,535 | $10,134-15.8% | $6,643+28.5% | $11,252-24.1% |