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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 | $9,725 | $48,364-79.9% | $71,796-86.5% | $62,881-84.5% |
| Participation rate | 46.7% | 60.6%-14.0pp | 69.1%-22.4pp | 69.3%-22.6pp |
| Annual return | 11.63% | 13.16%-1.5pp | 78.04%-66.4pp | 20.14%-8.5pp |
| Employer contribution / active EE | $950 | $1,042-8.8% | $1,924-50.6% | $2,281-58.3% |
| Participant deferral / active EE | $1,754 | $2,091-16.1% | $2,794-37.2% | $3,203-45.2% |
| Admin fee / account holder | $918 | $3,771-75.7% | $4,815-80.9% | $4,296-78.6% |