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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 | $9,709 | $118,877-91.8% | $96,570-89.9% | $167,536-94.2% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 16.88% | 50.50%-33.6pp | 37.79%-20.9pp | 478.82%-461.9pp |
| Employer contribution / active EE | $1,567 | $3,121-49.8% | $2,357-33.5% | $4,839-67.6% |
| Participant deferral / active EE | $1,194 | $4,617-74.1% | $3,849-69.0% | $6,342-81.2% |
| Admin fee / account holder | $3,812 | $8,069-52.8% | $6,182-38.3% | $12,315-69.0% |