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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 | $9,338 | $101,063-90.8% | $81,473-88.5% | $147,586-93.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 11.20% | 32.41%-21.2pp | 38.78%-27.6pp | 578.59%-567.4pp |
| Employer contribution / active EE | $795 | $3,206-75.2% | $2,568-69.1% | $4,876-83.7% |
| Participant deferral / active EE | $1,031 | $4,242-75.7% | $3,537-70.9% | $5,439-81.0% |
| Admin fee / account holder | $542 | $5,812-90.7% | $4,561-88.1% | $10,886-95.0% |