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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 | $12,651 | $83,337-84.8% | $67,834-81.4% | $273,970-95.4% |
| Participation rate | 63.6% | 76.4%-12.8pp | 68.8%-5.2pp | 83.0%-19.4pp |
| Annual return | 8.91% | 259.45%-250.5pp | 138.47%-129.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,099 | $3,287-66.6% | $2,403-54.3% | $4,869-77.4% |
| Participant deferral / active EE | $4,160 | $4,088+1.8% | $3,160+31.7% | $5,287-21.3% |
| Admin fee / account holder | $306 | $6,752-95.5% | $4,622-93.4% | $10,132-97.0% |