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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 | $12,727 | $83,337-84.7% | $67,834-81.2% | $273,972-95.4% |
| Participation rate | 27.3% | 76.4%-49.2pp | 68.8%-41.5pp | 83.0%-55.7pp |
| Annual return | 7.62% | 259.45%-251.8pp | 138.47%-130.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $879 | $3,287-73.3% | $2,403-63.4% | $4,869-81.9% |
| Participant deferral / active EE | $1,520 | $4,088-62.8% | $3,160-51.9% | $5,287-71.2% |
| Admin fee / account holder | $2,870 | $6,752-57.5% | $4,622-37.9% | $10,133-71.7% |