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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 | $10,669 | $62,672-83.0% | $185,117-94.2% | $70,126-84.8% |
| Participation rate | 26.9% | 63.8%-36.9pp | 77.3%-50.4pp | 69.5%-42.7pp |
| Annual return | 82.35% | 40.79%+41.6pp | 40.50%+41.9pp | 73.15%+9.2pp |
| Employer contribution / active EE | $602 | $1,753-65.7% | $4,182-85.6% | $2,343-74.3% |
| Participant deferral / active EE | $1,130 | $3,272-65.5% | $5,045-77.6% | $3,332-66.1% |
| Admin fee / account holder | $474 | $3,932-87.9% | $8,159-94.2% | $4,645-89.8% |