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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 | $12,143 | $91,198-86.7% | $178,503-93.2% | $79,856-84.8% |
| Participation rate | 22.6% | 69.2%-46.6pp | 81.9%-59.3pp | 69.6%-47.1pp |
| Annual return | 13.21% | 24.20%-11.0pp | 151.12%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $377 | $3,257-88.4% | $5,011-92.5% | $2,471-84.7% |
| Participant deferral / active EE | $1,253 | $3,237-61.3% | $5,202-75.9% | $3,741-66.5% |
| Admin fee / account holder | $1,159 | $6,748-82.8% | $13,987-91.7% | $5,306-78.2% |