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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 | $8,874 | $77,419-88.5% | $69,461-87.2% | $152,885-94.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 17.81% | 39.07%-21.3pp | 28.97%-11.2pp | 345.39%-327.6pp |
| Employer contribution / active EE | $1,325 | $3,315-60.0% | $2,779-52.3% | $4,763-72.2% |
| Participant deferral / active EE | $2,367 | $4,414-46.4% | $3,536-33.1% | $5,851-59.5% |
| Admin fee / account holder | $5,810 | $6,207-6.4% | $3,840+51.3% | $11,598-49.9% |