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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 | $9,960 | $174,018-94.3% | $136,833-92.7% | $198,609-95.0% |
| Participation rate | 27.3% | 65.1%-37.9pp | 59.0%-31.8pp | 82.4%-55.1pp |
| Annual return | 17.59% | 35.16%-17.6pp | 35.32%-17.7pp | 202.70%-185.1pp |
| Employer contribution / active EE | $398 | $1,571-74.6% | $1,319-69.8% | $5,055-92.1% |
| Participant deferral / active EE | $622 | $2,873-78.3% | $2,441-74.5% | $6,977-91.1% |
| Admin fee / account holder | $1,108 | $5,434-79.6% | $4,706-76.4% | $19,030-94.2% |