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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 | $211,224-95.0% | $178,505-94.0% | $145,897-92.7% |
| Participation rate | 31.3% | 80.8%-49.6pp | 77.1%-45.9pp | 80.3%-49.1pp |
| Annual return | 9.55% | 30.28%-20.7pp | 27.16%-17.6pp | 552.29%-542.7pp |
| Employer contribution / active EE | $982 | $4,577-78.6% | $3,955-75.2% | $4,663-78.9% |
| Participant deferral / active EE | $1,798 | $6,966-74.2% | $6,280-71.4% | $6,689-73.1% |
| Admin fee / account holder | $26,580 | $12,109+119.5% | $10,428+154.9% | $13,390+98.5% |