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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 | $11,877 | $124,346-90.4% | $111,308-89.3% | $167,536-92.9% |
| Participation rate | 56.3% | 79.6%-23.4pp | 77.3%-21.1pp | 82.1%-25.9pp |
| Annual return | 16.00% | 37.45%-21.4pp | 54.67%-38.7pp | 478.82%-462.8pp |
| Employer contribution / active EE | $784 | $3,437-77.2% | $2,732-71.3% | $4,839-83.8% |
| Participant deferral / active EE | $2,418 | $5,182-53.3% | $4,487-46.1% | $6,342-61.9% |
| Admin fee / account holder | $988 | $10,621-90.7% | $7,965-87.6% | $12,315-92.0% |