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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 | $10,872 | $98,766-89.0% | $149,730-92.7% | $79,852-86.4% |
| Participation rate | 56.8% | 75.8%-19.0pp | 82.5%-25.7pp | 69.6%-12.8pp |
| Annual return | 19.52% | 27.43%-7.9pp | 276.70%-257.2pp | 31.72%-12.2pp |
| Employer contribution / active EE | $1,138 | $3,217-64.6% | $4,645-75.5% | $2,471-53.9% |
| Participant deferral / active EE | $2,910 | $5,681-48.8% | $6,843-57.5% | $3,740-22.2% |
| Admin fee / account holder | $3,189 | $6,052-47.3% | $9,310-65.8% | $5,306-39.9% |