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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 | $9,874 | $76,551-87.1% | $123,894-92.0% | $62,881-84.3% |
| Participation rate | 53.8% | 73.0%-19.1pp | 81.4%-27.6pp | 69.3%-15.5pp |
| Annual return | 31.12% | 18.68%+12.4pp | 47.52%-16.4pp | 20.14%+11.0pp |
| Employer contribution / active EE | $1,485 | $2,882-48.5% | $4,617-67.8% | $2,281-34.9% |
| Participant deferral / active EE | $3,365 | $4,840-30.5% | $5,984-43.8% | $3,203+5.1% |
| Admin fee / account holder | $960 | $4,826-80.1% | $8,357-88.5% | $4,296-77.6% |