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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 | $11,509 | $232,540-95.1% | $185,117-93.8% | $147,586-92.2% |
| Participation rate | 35.7% | 82.4%-46.6pp | 77.3%-41.6pp | 82.8%-47.1pp |
| Annual return | 27.06% | 43.03%-16.0pp | 40.50%-13.4pp | 578.59%-551.5pp |
| Employer contribution / active EE | $805 | $5,195-84.5% | $4,182-80.7% | $4,876-83.5% |
| Participant deferral / active EE | $1,240 | $5,834-78.8% | $5,045-75.4% | $5,439-77.2% |
| Admin fee / account holder | $753 | $10,275-92.7% | $8,159-90.8% | $10,886-93.1% |