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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 | $13,361 | $95,406-86.0% | $185,849-92.8% | $85,847-84.4% |
| Participation rate | 61.6% | 68.8%-7.1pp | 81.7%-20.1pp | 69.3%-7.7pp |
| Annual return | 14.13% | 23.59%-9.5pp | 122.10%-108.0pp | 318.61%-304.5pp |
| Employer contribution / active EE | $709 | $3,314-78.6% | $5,169-86.3% | $2,565-72.4% |
| Participant deferral / active EE | $1,469 | $3,424-57.1% | $5,569-73.6% | $3,952-62.8% |
| Admin fee / account holder | $323 | $7,214-95.5% | $16,244-98.0% | $6,261-94.8% |