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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 | $9,448 | $166,089-94.3% | $164,928-94.3% | $145,978-93.5% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 14.68% | 100.26%-85.6pp | 70.08%-55.4pp | 550.52%-535.8pp |
| Employer contribution / active EE | $2,149 | $5,276-59.3% | $4,343-50.5% | $4,662-53.9% |
| Participant deferral / active EE | $3,408 | $6,961-51.0% | $6,034-43.5% | $6,690-49.1% |
| Admin fee / account holder | $17,740 | $16,641+6.6% | $12,684+39.9% | $13,400+32.4% |