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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 | $9,617 | $113,338-91.5% | $94,993-89.9% | $147,586-93.5% |
| Participation rate | 58.3% | 78.0%-19.6pp | 73.9%-15.6pp | 82.8%-24.5pp |
| Annual return | 13.15% | 20.80%-7.6pp | 27.14%-14.0pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,503 | $3,160-52.4% | $2,603-42.3% | $4,876-69.2% |
| Participant deferral / active EE | $1,838 | $3,777-51.3% | $3,317-44.6% | $5,439-66.2% |
| Admin fee / account holder | $3,950 | $6,063-34.9% | $4,960-20.4% | $10,886-63.7% |