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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 | $10,632 | $100,901-89.5% | $75,501-85.9% | $147,586-92.8% |
| Participation rate | 27.8% | 77.1%-49.4pp | 72.4%-44.6pp | 82.8%-55.1pp |
| Annual return | 19.23% | 35.78%-16.6pp | 27.35%-8.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $558 | $3,253-82.8% | $2,352-76.3% | $4,876-88.6% |
| Participant deferral / active EE | $795 | $4,027-80.3% | $3,142-74.7% | $5,439-85.4% |
| Admin fee / account holder | $721 | $11,285-93.6% | $5,801-87.6% | $10,886-93.4% |