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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 | $9,462 | $105,929-91.1% | $81,926-88.5% | $158,950-94.0% |
| Participation rate | 20.0% | 75.6%-55.6pp | 72.0%-52.0pp | 82.0%-62.0pp |
| Annual return | 19.08% | 38.19%-19.1pp | 29.49%-10.4pp | 302.91%-283.8pp |
| Employer contribution / active EE | $916 | $7,802-88.3% | $4,310-78.8% | $4,762-80.8% |
| Participant deferral / active EE | $1,641 | $13,007-87.4% | $7,108-76.9% | $5,983-72.6% |
| Admin fee / account holder | $353 | $8,492-95.8% | $5,159-93.2% | $11,248-96.9% |