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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 | $10,176 | $81,664-87.5% | $70,476-85.6% | $158,966-93.6% |
| Participation rate | 52.4% | 77.7%-25.3pp | 75.1%-22.7pp | 82.0%-29.6pp |
| Annual return | 17.48% | 208.59%-191.1pp | 109.12%-91.6pp | 302.95%-285.5pp |
| Employer contribution / active EE | $632 | $3,219-80.4% | $2,738-76.9% | $4,762-86.7% |
| Participant deferral / active EE | $1,046 | $4,556-77.0% | $3,710-71.8% | $5,983-82.5% |
| Admin fee / account holder | $2,218 | $6,197-64.2% | $3,847-42.3% | $11,250-80.3% |