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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 | $9,535 | $110,212-91.3% | $96,534-90.1% | $139,466-93.2% |
| Participation rate | 47.4% | 78.1%-30.8pp | 76.0%-28.6pp | 80.3%-33.0pp |
| Annual return | 28.62% | 26.42%+2.2pp | 25.88%+2.7pp | 373.66%-345.0pp |
| Employer contribution / active EE | $1,943 | $3,620-46.3% | $2,965-34.5% | $4,754-59.1% |
| Participant deferral / active EE | $3,488 | $5,547-37.1% | $4,851-28.1% | $6,712-48.0% |
| Admin fee / account holder | $2,349 | $11,599-79.7% | $8,253-71.5% | $11,409-79.4% |