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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 | $10,279 | $90,486-88.6% | $78,676-86.9% | $273,972-96.2% |
| Participation rate | 27.3% | 76.5%-49.2pp | 73.6%-46.3pp | 83.0%-55.7pp |
| Annual return | 26.75% | 75.62%-48.9pp | 62.19%-35.4pp | 41.46%-14.7pp |
| Employer contribution / active EE | $128 | $3,175-96.0% | $2,850-95.5% | $4,869-97.4% |
| Participant deferral / active EE | $826 | $3,901-78.8% | $3,517-76.5% | $5,287-84.4% |
| Admin fee / account holder | $1,656 | $5,263-68.5% | $4,510-63.3% | $10,133-83.7% |