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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 | $9,651 | $135,956-92.9% | $123,894-92.2% | $273,972-96.5% |
| Participation rate | 65.0% | 84.1%-19.1pp | 81.4%-16.4pp | 83.0%-18.0pp |
| Annual return | 57.74% | 56.63%+1.1pp | 47.52%+10.2pp | 41.46%+16.3pp |
| Employer contribution / active EE | $2,562 | $5,170-50.4% | $4,617-44.5% | $4,869-47.4% |
| Participant deferral / active EE | $5,393 | $6,343-15.0% | $5,984-9.9% | $5,287+2.0% |
| Admin fee / account holder | $3,204 | $9,817-67.4% | $8,357-61.7% | $10,133-68.4% |