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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 | $11,050 | $106,267-89.6% | $96,520-88.6% | $139,456-92.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 23.84% | 38.45%-14.6pp | 35.72%-11.9pp | 373.45%-349.6pp |
| Employer contribution / active EE | $1,195 | $4,105-70.9% | $3,739-68.0% | $4,753-74.9% |
| Participant deferral / active EE | $2,063 | $5,454-62.2% | $4,879-57.7% | $6,711-69.3% |
| Admin fee / account holder | $456 | $7,882-94.2% | $6,733-93.2% | $11,407-96.0% |