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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 | $11,561 | $115,917-90.0% | $100,535-88.5% | $158,982-92.7% |
| Participation rate | 64.7% | 81.6%-16.9pp | 79.4%-14.7pp | 82.0%-17.3pp |
| Annual return | 12.99% | 34.80%-21.8pp | 30.90%-17.9pp | 302.99%-290.0pp |
| Employer contribution / active EE | $992 | $4,105-75.8% | $3,419-71.0% | $4,763-79.2% |
| Participant deferral / active EE | $2,243 | $6,677-66.4% | $6,271-64.2% | $5,983-62.5% |
| Admin fee / account holder | $848 | $11,002-92.3% | $8,085-89.5% | $11,252-92.5% |