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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 | $10,029 | $133,981-92.5% | $112,249-91.1% | $134,532-92.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | 17.86% | 47.16%-29.3pp | 27.48%-9.6pp | 418.27%-400.4pp |
| Employer contribution / active EE | $1,838 | $4,040-54.5% | $3,636-49.4% | $4,741-61.2% |
| Participant deferral / active EE | $2,889 | $5,292-45.4% | $4,729-38.9% | $6,401-54.9% |
| Admin fee / account holder | $9,058 | $7,492+20.9% | $6,412+41.3% | $11,429-20.7% |