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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 | $9,187 | $107,941-91.5% | $91,994-90.0% | $152,897-94.0% |
| Participation rate | 55.6% | 81.2%-25.6pp | 78.6%-23.1pp | 82.5%-26.9pp |
| Annual return | 26.39% | 89.28%-62.9pp | 69.04%-42.6pp | 345.43%-319.0pp |
| Employer contribution / active EE | $3,343 | $4,212-20.6% | $3,453-3.2% | $4,764-29.8% |
| Participant deferral / active EE | $2,101 | $6,366-67.0% | $5,924-64.5% | $5,851-64.1% |
| Admin fee / account holder | $1,018 | $10,521-90.3% | $7,744-86.9% | $11,599-91.2% |