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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 | $9,836 | $116,203-91.5% | $93,621-89.5% | $152,909-93.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 32.11% | 35.96%-3.9pp | 32.76%-0.7pp | 345.46%-313.4pp |
| Employer contribution / active EE | $1,149 | $3,219-64.3% | $2,719-57.7% | $4,764-75.9% |
| Participant deferral / active EE | $2,158 | $4,605-53.1% | $4,070-47.0% | $5,851-63.1% |
| Admin fee / account holder | $5,852 | $10,751-45.6% | $7,890-25.8% | $11,601-49.6% |