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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 | $9,885 | $96,508-89.8% | $75,901-87.0% | $152,897-93.5% |
| Participation rate | 37.5% | 76.2%-38.7pp | 69.3%-31.8pp | 82.5%-45.0pp |
| Annual return | 26.82% | 33.99%-7.2pp | 30.76%-3.9pp | 345.43%-318.6pp |
| Employer contribution / active EE | $708 | $3,310-78.6% | $2,501-71.7% | $4,764-85.1% |
| Participant deferral / active EE | $1,391 | $4,554-69.5% | $3,603-61.4% | $5,851-76.2% |
| Admin fee / account holder | $1,063 | $8,081-86.8% | $5,420-80.4% | $11,599-90.8% |