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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 | $9,644 | $103,387-90.7% | $87,102-88.9% | $152,885-93.7% |
| Participation rate | 27.3% | 79.4%-52.1pp | 76.9%-49.6pp | 82.5%-55.2pp |
| Annual return | 13.65% | 28.10%-14.4pp | 28.19%-14.5pp | 345.39%-331.7pp |
| Employer contribution / active EE | $798 | $3,221-75.2% | $2,521-68.3% | $4,763-83.2% |
| Participant deferral / active EE | $2,091 | $4,778-56.2% | $4,048-48.4% | $5,851-64.3% |
| Admin fee / account holder | $30,093 | $12,193+146.8% | $7,491+301.7% | $11,598+159.5% |