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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 | $9,561 | $118,695-91.9% | $98,916-90.3% | $158,950-94.0% |
| Participation rate | 42.9% | 77.8%-35.0pp | 76.0%-33.2pp | 82.0%-39.1pp |
| Annual return | 12.99% | 372.39%-359.4pp | 196.45%-183.5pp | 302.91%-289.9pp |
| Employer contribution / active EE | $1,288 | $3,333-61.3% | $2,689-52.1% | $4,762-72.9% |
| Participant deferral / active EE | $2,350 | $5,088-53.8% | $4,245-44.6% | $5,983-60.7% |
| Admin fee / account holder | $7,499 | $10,132-26.0% | $6,642+12.9% | $11,248-33.3% |