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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 | $9,894 | $110,337-91.0% | $102,383-90.3% | $145,877-93.2% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 19.51% | 24.83%-5.3pp | 24.94%-5.4pp | 551.28%-531.8pp |
| Employer contribution / active EE | $1,355 | $4,216-67.9% | $3,870-65.0% | $4,663-70.9% |
| Participant deferral / active EE | $3,020 | $5,621-46.3% | $5,060-40.3% | $6,691-54.9% |
| Admin fee / account holder | $677 | $9,750-93.1% | $8,391-91.9% | $13,402-94.9% |