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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 | $12,131 | $124,330-90.2% | $109,173-88.9% | $167,536-92.8% |
| Participation rate | 54.2% | 79.5%-25.3pp | 75.9%-21.7pp | 82.1%-27.9pp |
| Annual return | 17.47% | 26.04%-8.6pp | 25.75%-8.3pp | 478.82%-461.3pp |
| Employer contribution / active EE | $1,139 | $4,209-72.9% | $3,723-69.4% | $4,839-76.5% |
| Participant deferral / active EE | $1,988 | $5,256-62.2% | $4,654-57.3% | $6,342-68.7% |
| Admin fee / account holder | $710 | $7,974-91.1% | $6,755-89.5% | $12,315-94.2% |