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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 | $12,233 | $112,112-89.1% | $95,956-87.3% | $158,950-92.3% |
| Participation rate | 52.6% | 79.0%-26.3pp | 77.1%-24.4pp | 82.0%-29.3pp |
| Annual return | 19.43% | 171.15%-151.7pp | 91.63%-72.2pp | 302.91%-283.5pp |
| Employer contribution / active EE | $985 | $3,199-69.2% | $2,541-61.2% | $4,762-79.3% |
| Participant deferral / active EE | $2,221 | $4,784-53.6% | $4,167-46.7% | $5,983-62.9% |
| Admin fee / account holder | $723 | $10,134-92.9% | $6,797-89.4% | $11,248-93.6% |