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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 | $10,107 | $106,267-90.5% | $96,520-89.5% | $139,456-92.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 24.52% | 38.45%-13.9pp | 35.72%-11.2pp | 373.45%-348.9pp |
| Employer contribution / active EE | $914 | $4,105-77.7% | $3,739-75.6% | $4,753-80.8% |
| Participant deferral / active EE | $1,848 | $5,454-66.1% | $4,879-62.1% | $6,711-72.5% |
| Admin fee / account holder | $1,659 | $7,882-79.0% | $6,733-75.4% | $11,407-85.5% |