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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 | $9,574 | $106,918-91.0% | $84,021-88.6% | $152,897-93.7% |
| Participation rate | 38.9% | 75.2%-36.4pp | 69.0%-30.1pp | 82.5%-43.6pp |
| Annual return | 16.73% | 105.01%-88.3pp | 71.32%-54.6pp | 345.43%-328.7pp |
| Employer contribution / active EE | $1,011 | $2,735-63.0% | $1,984-49.0% | $4,764-78.8% |
| Participant deferral / active EE | $2,774 | $4,012-30.9% | $3,239-14.4% | $5,851-52.6% |
| Admin fee / account holder | $369 | $8,288-95.5% | $6,102-93.9% | $11,599-96.8% |