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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 | $9,104 | $99,875-90.9% | $146,866-93.8% | $86,983-89.5% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.5%-26.5pp | 69.5%-13.5pp |
| Annual return | 14.62% | 28.10%-13.5pp | 102.85%-88.2pp | 25.83%-11.2pp |
| Employer contribution / active EE | $2,566 | $3,224-20.4% | $4,425-42.0% | $2,584-0.7% |
| Participant deferral / active EE | $4,024 | $6,322-36.4% | $7,759-48.1% | $4,194-4.1% |
| Admin fee / account holder | $1,387 | $7,838-82.3% | $13,620-89.8% | $7,856-82.3% |