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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 | $9,153 | $104,664-91.3% | $85,693-89.3% | $167,518-94.5% |
| Participation rate | 63.2% | 76.4%-13.2pp | 69.9%-6.7pp | 82.1%-19.0pp |
| Annual return | 19.51% | 21.45%-1.9pp | 21.49%-2.0pp | 478.71%-459.2pp |
| Employer contribution / active EE | $1,330 | $3,337-60.1% | $2,618-49.2% | $4,838-72.5% |
| Participant deferral / active EE | $2,985 | $4,824-38.1% | $3,923-23.9% | $6,342-52.9% |
| Admin fee / account holder | $1,829 | $10,032-81.8% | $6,874-73.4% | $12,312-85.1% |