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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 | $10,873 | $106,923-89.8% | $84,023-87.1% | $152,909-92.9% |
| Participation rate | 68.2% | 75.3%-7.1pp | 69.0%-0.8pp | 82.5%-14.3pp |
| Annual return | 21.90% | 105.02%-83.1pp | 71.32%-49.4pp | 345.46%-323.6pp |
| Employer contribution / active EE | $563 | $2,735-79.4% | $1,984-71.6% | $4,764-88.2% |
| Participant deferral / active EE | $1,305 | $4,013-67.5% | $3,239-59.7% | $5,851-77.7% |
| Admin fee / account holder | $341 | $8,289-95.9% | $6,102-94.4% | $11,601-97.1% |