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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 | $11,728 | $117,829-90.0% | $102,423-88.5% | $145,877-92.0% |
| Participation rate | 40.9% | 78.6%-37.7pp | 76.5%-35.6pp | 80.3%-39.4pp |
| Annual return | 10.33% | 31.83%-21.5pp | 29.42%-19.1pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,349 | $3,615-62.7% | $3,023-55.4% | $4,663-71.1% |
| Participant deferral / active EE | $2,011 | $5,732-64.9% | $5,054-60.2% | $6,691-69.9% |
| Admin fee / account holder | $376 | $13,335-97.2% | $9,455-96.0% | $13,402-97.2% |