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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 | $12,125 | $118,877-89.8% | $96,570-87.4% | $167,536-92.8% |
| Participation rate | 63.6% | 75.5%-11.9pp | 69.8%-6.2pp | 82.1%-18.5pp |
| Annual return | 25.60% | 50.50%-24.9pp | 37.79%-12.2pp | 478.82%-453.2pp |
| Employer contribution / active EE | $973 | $3,121-68.8% | $2,357-58.7% | $4,839-79.9% |
| Participant deferral / active EE | $2,012 | $4,617-56.4% | $3,849-47.7% | $6,342-68.3% |
| Admin fee / account holder | $364 | $8,069-95.5% | $6,182-94.1% | $12,315-97.0% |