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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 | $9,511 | $127,298-92.5% | $109,916-91.3% | $167,553-94.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 14.81% | 22.97%-8.2pp | 29.46%-14.6pp | 478.89%-464.1pp |
| Employer contribution / active EE | $1,405 | $3,325-57.8% | $2,844-50.6% | $4,840-71.0% |
| Participant deferral / active EE | $1,839 | $4,513-59.2% | $4,047-54.6% | $6,343-71.0% |
| Admin fee / account holder | $5,620 | $7,119-21.1% | $6,069-7.4% | $12,316-54.4% |