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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 | $12,435 | $93,346-86.7% | $71,796-82.7% | $273,972-95.5% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | 7.39% | 130.39%-123.0pp | 78.04%-70.6pp | 41.46%-34.1pp |
| Employer contribution / active EE | $833 | $2,733-69.5% | $1,924-56.7% | $4,869-82.9% |
| Participant deferral / active EE | $1,249 | $3,475-64.1% | $2,794-55.3% | $5,287-76.4% |
| Admin fee / account holder | $396 | $6,571-94.0% | $4,815-91.8% | $10,133-96.1% |