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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 | $9,937 | $91,167-89.1% | $178,498-94.4% | $79,858-87.6% |
| Participation rate | 53.1% | 69.2%-16.1pp | 81.9%-28.8pp | 69.6%-16.5pp |
| Annual return | 36.14% | 24.19%+11.9pp | 151.09%-115.0pp | 31.72%+4.4pp |
| Employer contribution / active EE | $1,297 | $3,255-60.1% | $5,011-74.1% | $2,471-47.5% |
| Participant deferral / active EE | $2,453 | $3,236-24.2% | $5,202-52.9% | $3,740-34.4% |
| Admin fee / account holder | $480 | $6,747-92.9% | $13,985-96.6% | $5,306-91.0% |