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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 | $12,259 | $176,402-93.1% | $134,162-90.9% | $158,966-92.3% |
| Participation rate | 6.7% | 78.7%-72.1pp | 72.2%-65.5pp | 82.0%-75.3pp |
| Annual return | 15.00% | 63.66%-48.7pp | 36.35%-21.3pp | 302.95%-288.0pp |
| Employer contribution / active EE | $238 | $5,042-95.3% | $3,705-93.6% | $4,762-95.0% |
| Participant deferral / active EE | $294 | $4,093-92.8% | $3,500-91.6% | $5,983-95.1% |
| Admin fee / account holder | $1,128 | $8,719-87.1% | $6,685-83.1% | $11,250-90.0% |