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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 | $9,766 | $142,430-93.1% | $115,170-91.5% | $152,897-93.6% |
| Participation rate | 62.5% | 82.4%-19.9pp | 75.9%-13.4pp | 82.5%-20.0pp |
| Annual return | 29.77% | 41.48%-11.7pp | 35.60%-5.8pp | 345.43%-315.7pp |
| Employer contribution / active EE | $1,926 | $4,011-52.0% | $3,179-39.4% | $4,764-59.6% |
| Participant deferral / active EE | $1,961 | $5,165-62.0% | $4,169-53.0% | $5,851-66.5% |
| Admin fee / account holder | $1,152 | $8,464-86.4% | $7,089-83.7% | $11,599-90.1% |