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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 | $9,839 | $43,749-77.5% | $158,223-93.8% | $65,306-84.9% |
| Participation rate | 57.8% | 56.9%+0.9pp | 79.2%-21.4pp | 57.7%+0.1pp |
| Annual return | 80.05% | 19.41%+60.6pp | 52.09%+28.0pp | 21.94%+58.1pp |
| Employer contribution / active EE | $1,015 | $1,497-32.2% | $4,109-75.3% | $1,967-48.4% |
| Participant deferral / active EE | $1,652 | $2,019-18.2% | $5,467-69.8% | $2,959-44.2% |
| Admin fee / account holder | $601 | $1,930-68.9% | $16,047-96.3% | $3,480-82.7% |