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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 | $9,750 | $91,559-89.4% | $133,971-92.7% | $79,852-87.8% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 53.24% | 61.85%-8.6pp | 45.09%+8.1pp | 31.72%+21.5pp |
| Employer contribution / active EE | $1,312 | $2,384-45.0% | $3,919-66.5% | $2,471-46.9% |
| Participant deferral / active EE | $3,117 | $3,734-16.5% | $5,047-38.2% | $3,740-16.7% |
| Admin fee / account holder | $1,822 | $6,321-71.2% | $8,929-79.6% | $5,306-65.7% |