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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 | $9,502 | $106,267-91.1% | $96,520-90.2% | $139,456-93.2% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 16.65% | 38.45%-21.8pp | 35.72%-19.1pp | 373.45%-356.8pp |
| Employer contribution / active EE | $869 | $4,105-78.8% | $3,739-76.7% | $4,753-81.7% |
| Participant deferral / active EE | $1,950 | $5,454-64.3% | $4,879-60.0% | $6,711-70.9% |
| Admin fee / account holder | $4,585 | $7,882-41.8% | $6,733-31.9% | $11,407-59.8% |