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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 | $9,501 | $77,908-87.8% | $149,696-93.7% | $75,173-87.4% |
| Participation rate | 57.6% | 65.6%-8.0pp | 78.8%-21.2pp | 67.2%-9.6pp |
| Annual return | 17.79% | 31.73%-13.9pp | 134.46%-116.7pp | 160.72%-142.9pp |
| Employer contribution / active EE | $724 | $3,138-76.9% | $4,821-85.0% | $2,671-72.9% |
| Participant deferral / active EE | $3,035 | $3,411-11.0% | $5,682-46.6% | $4,126-26.4% |
| Admin fee / account holder | $2,241 | $5,950-62.3% | $13,212-83.0% | $5,651-60.3% |