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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 | $9,499 | $55,457-82.9% | $77,361-87.7% | $94,015-89.9% |
| Participation rate | 35.7% | 69.8%-34.1pp | 75.0%-39.3pp | 70.8%-35.1pp |
| Annual return | 12.71% | 15.57%-2.9pp | 1011.54%-998.8pp | 17.84%-5.1pp |
| Employer contribution / active EE | $575 | $2,255-74.5% | $2,990-80.8% | $2,790-79.4% |
| Participant deferral / active EE | $1,140 | $3,069-62.9% | $3,911-70.9% | $4,249-73.2% |
| Admin fee / account holder | $2,082 | $4,334-52.0% | $5,894-64.7% | $8,951-76.7% |