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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 | $11,674 | $98,240-88.1% | $82,312-85.8% | $147,586-92.1% |
| Participation rate | 61.1% | 79.7%-18.6pp | 76.9%-15.8pp | 82.8%-21.7pp |
| Annual return | 17.01% | 30.85%-13.8pp | 25.88%-8.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $968 | $3,192-69.7% | $2,428-60.2% | $4,876-80.2% |
| Participant deferral / active EE | $2,625 | $4,383-40.1% | $3,706-29.2% | $5,439-51.7% |
| Admin fee / account holder | $7,984 | $8,563-6.8% | $5,608+42.4% | $10,886-26.7% |