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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 | $9,011 | $106,267-91.5% | $96,520-90.7% | $139,456-93.5% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 44.31% | 38.45%+5.9pp | 35.72%+8.6pp | 373.45%-329.1pp |
| Employer contribution / active EE | $1,757 | $4,105-57.2% | $3,739-53.0% | $4,753-63.0% |
| Participant deferral / active EE | $2,860 | $5,454-47.6% | $4,879-41.4% | $6,711-57.4% |
| Admin fee / account holder | $664 | $7,882-91.6% | $6,733-90.1% | $11,407-94.2% |