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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 | $9,045 | $91,037-90.1% | $71,671-87.4% | $147,585-93.9% |
| Participation rate | 60.0% | 76.1%-16.1pp | 68.7%-8.7pp | 82.8%-22.8pp |
| Annual return | 10.71% | 20.48%-9.8pp | 20.65%-9.9pp | 578.57%-567.9pp |
| Employer contribution / active EE | $538 | $3,327-83.8% | $2,460-78.1% | $4,876-89.0% |
| Participant deferral / active EE | $1,138 | $4,498-74.7% | $3,438-66.9% | $5,439-79.1% |
| Admin fee / account holder | $5,999 | $8,613-30.3% | $5,558+7.9% | $10,885-44.9% |