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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 | $9,696 | $105,856-90.8% | $90,161-89.2% | $147,586-93.4% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.7pp | 82.8%-25.7pp |
| Annual return | 20.61% | 37.63%-17.0pp | 34.89%-14.3pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,484 | $4,126-64.0% | $3,318-55.3% | $4,876-69.6% |
| Participant deferral / active EE | $1,805 | $5,733-68.5% | $5,287-65.9% | $5,439-66.8% |
| Admin fee / account holder | $398 | $8,046-95.1% | $5,943-93.3% | $10,886-96.3% |