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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 | $9,495 | $215,361-95.6% | $171,082-94.5% | $273,972-96.5% |
| Participation rate | 5.0% | 82.0%-77.0pp | 76.7%-71.7pp | 83.0%-78.0pp |
| Annual return | 35.60% | 25.14%+10.5pp | 32.56%+3.0pp | 41.46%-5.9pp |
| Employer contribution / active EE | $979 | $4,967-80.3% | $4,002-75.5% | $4,869-79.9% |
| Participant deferral / active EE | $1,301 | $5,543-76.5% | $4,797-72.9% | $5,287-75.4% |
| Admin fee / account holder | $14,724 | $10,846+35.7% | $8,520+72.8% | $10,133+45.3% |