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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 | $11,291 | $62,393-81.9% | $120,580-90.6% | $74,478-84.8% |
| Participation rate | 41.7% | 56.8%-15.1pp | 72.0%-30.3pp | 67.2%-25.6pp |
| Annual return | 13.96% | 18.61%-4.7pp | 107.48%-93.5pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $873 | $1,845-52.7% | $3,469-74.8% | $2,626-66.7% |
| Participant deferral / active EE | $1,307 | $2,886-54.7% | $4,995-73.8% | $4,350-70.0% |
| Admin fee / account holder | $374 | $2,396-84.4% | $9,418-96.0% | $1,946-80.8% |