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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 | $10,660 | $211,239-95.0% | $178,528-94.0% | $145,877-92.7% |
| Participation rate | 31.3% | 80.8%-49.5pp | 77.1%-45.9pp | 80.3%-49.1pp |
| Annual return | 9.55% | 30.22%-20.7pp | 27.11%-17.6pp | 551.28%-541.7pp |
| Employer contribution / active EE | $982 | $4,570-78.5% | $3,950-75.2% | $4,663-78.9% |
| Participant deferral / active EE | $1,798 | $6,963-74.2% | $6,278-71.4% | $6,691-73.1% |
| Admin fee / account holder | $26,580 | $12,095+119.8% | $10,419+155.1% | $13,402+98.3% |