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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 | $9,340 | $87,225-89.3% | $158,226-94.1% | $94,015-90.1% |
| Participation rate | 63.0% | 67.9%-5.0pp | 74.8%-11.9pp | 70.8%-7.9pp |
| Annual return | 19.40% | 16.34%+3.1pp | 501.41%-482.0pp | 17.84%+1.6pp |
| Employer contribution / active EE | $943 | $2,217-57.5% | $2,986-68.4% | $2,790-66.2% |
| Participant deferral / active EE | $3,209 | $3,405-5.8% | $4,317-25.7% | $4,249-24.5% |
| Admin fee / account holder | $1,073 | $7,888-86.4% | $10,217-89.5% | $8,951-88.0% |