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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 | $10,928 | $85,766-87.3% | $136,298-92.0% | $70,126-84.4% |
| Participation rate | 47.2% | 74.2%-26.9pp | 81.9%-34.7pp | 69.5%-22.3pp |
| Annual return | 27.41% | 31.46%-4.0pp | 5156.27%-5128.9pp | 73.15%-45.7pp |
| Employer contribution / active EE | $1,050 | $2,966-64.6% | $4,696-77.6% | $2,343-55.2% |
| Participant deferral / active EE | $2,207 | $5,051-56.3% | $6,247-64.7% | $3,332-33.8% |
| Admin fee / account holder | $516 | $5,421-90.5% | $9,244-94.4% | $4,645-88.9% |