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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 | $12,017 | $174,018-93.1% | $136,833-91.2% | $198,609-93.9% |
| Participation rate | 12.5% | 65.1%-52.6pp | 59.0%-46.5pp | 82.4%-69.9pp |
| Annual return | 10.75% | 35.16%-24.4pp | 35.32%-24.6pp | 202.70%-191.9pp |
| Employer contribution / active EE | $240 | $1,571-84.7% | $1,319-81.8% | $5,055-95.3% |
| Participant deferral / active EE | $659 | $2,873-77.1% | $2,441-73.0% | $6,977-90.6% |
| Admin fee / account holder | $4,542 | $5,434-16.4% | $4,706-3.5% | $19,030-76.1% |