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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 | $9,322 | $109,372-91.5% | $89,414-89.6% | $158,966-94.1% |
| Participation rate | 56.3% | 74.3%-18.0pp | 68.0%-11.7pp | 82.0%-25.7pp |
| Annual return | 13.59% | 345.55%-332.0pp | 245.50%-231.9pp | 302.95%-289.4pp |
| Employer contribution / active EE | $738 | $3,171-76.7% | $2,586-71.5% | $4,762-84.5% |
| Participant deferral / active EE | $2,905 | $4,598-36.8% | $3,890-25.3% | $5,983-51.4% |
| Admin fee / account holder | $8,746 | $6,156+42.1% | $4,883+79.1% | $11,250-22.3% |