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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 | $9,193 | $70,418-86.9% | $96,570-90.5% | $85,847-89.3% |
| Participation rate | 51.7% | 61.8%-10.1pp | 69.8%-18.2pp | 69.3%-17.7pp |
| Annual return | 24.37% | 18.59%+5.8pp | 37.79%-13.4pp | 318.61%-294.2pp |
| Employer contribution / active EE | $1,104 | $1,413-21.9% | $2,357-53.2% | $2,565-57.0% |
| Participant deferral / active EE | $1,996 | $2,894-31.0% | $3,849-48.1% | $3,952-49.5% |
| Admin fee / account holder | $575 | $4,995-88.5% | $6,182-90.7% | $6,261-90.8% |