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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 | $10,023 | $127,790-92.2% | $106,555-90.6% | $167,536-94.0% |
| Participation rate | 42.9% | 78.3%-35.4pp | 76.1%-33.3pp | 82.1%-39.3pp |
| Annual return | 10.83% | 33.88%-23.0pp | 26.80%-16.0pp | 478.82%-468.0pp |
| Employer contribution / active EE | $1,094 | $3,428-68.1% | $2,819-61.2% | $4,839-77.4% |
| Participant deferral / active EE | $1,898 | $5,088-62.7% | $4,399-56.9% | $6,342-70.1% |
| Admin fee / account holder | $5,927 | $11,229-47.2% | $7,408-20.0% | $12,315-51.9% |