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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 | $9,168 | $108,911-91.6% | $100,392-90.9% | $145,884-93.7% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 10.57% | 58.23%-47.7pp | 49.45%-38.9pp | 551.85%-541.3pp |
| Employer contribution / active EE | $4,879 | $4,420+10.4% | $3,941+23.8% | $4,662+4.6% |
| Participant deferral / active EE | $10,974 | $8,459+29.7% | $8,090+35.7% | $6,690+64.0% |
| Admin fee / account holder | $16,297 | $9,698+68.0% | $7,904+106.2% | $13,392+21.7% |