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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 | $9,003 | $101,063-91.1% | $81,473-88.9% | $147,586-93.9% |
| Participation rate | 43.5% | 74.5%-31.0pp | 68.0%-24.5pp | 82.8%-39.4pp |
| Annual return | 26.65% | 32.41%-5.8pp | 38.78%-12.1pp | 578.59%-551.9pp |
| Employer contribution / active EE | $1,352 | $3,206-57.8% | $2,568-47.3% | $4,876-72.3% |
| Participant deferral / active EE | $3,042 | $4,242-28.3% | $3,537-14.0% | $5,439-44.1% |
| Admin fee / account holder | $1,349 | $5,812-76.8% | $4,561-70.4% | $10,886-87.6% |