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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 | $9,136 | $211,288-95.7% | $178,540-94.9% | $145,884-93.7% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 11.58% | 30.27%-18.7pp | 27.15%-15.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,335 | $4,574-70.8% | $3,953-66.2% | $4,662-71.4% |
| Participant deferral / active EE | $2,085 | $6,967-70.1% | $6,281-66.8% | $6,690-68.8% |
| Admin fee / account holder | $4,524 | $12,105-62.6% | $10,424-56.6% | $13,392-66.2% |