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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 | $10,744 | $117,444-90.9% | $99,479-89.2% | $152,909-93.0% |
| Participation rate | 28.6% | 77.5%-49.0pp | 73.8%-45.3pp | 82.5%-53.9pp |
| Annual return | 11.33% | 31.87%-20.5pp | 30.72%-19.4pp | 345.46%-334.1pp |
| Employer contribution / active EE | $1,871 | $3,014-37.9% | $2,540-26.4% | $4,764-60.7% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $329 | $7,635-95.7% | $6,253-94.7% | $11,601-97.2% |