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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 | $9,500 | $103,387-90.8% | $87,102-89.1% | $152,885-93.8% |
| Participation rate | 33.3% | 79.4%-46.0pp | 76.9%-43.5pp | 82.5%-49.1pp |
| Annual return | 14.77% | 28.10%-13.3pp | 28.19%-13.4pp | 345.39%-330.6pp |
| Employer contribution / active EE | $1,264 | $3,221-60.7% | $2,521-49.9% | $4,763-73.5% |
| Participant deferral / active EE | $2,630 | $4,778-44.9% | $4,048-35.0% | $5,851-55.0% |
| Admin fee / account holder | $15,823 | $12,193+29.8% | $7,491+111.2% | $11,598+36.4% |