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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 | $10,889 | $183,592-94.1% | $155,574-93.0% | $145,877-92.5% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 9.08% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,439 | $5,317-72.9% | $4,676-69.2% | $4,663-69.1% |
| Participant deferral / active EE | $9,262 | $6,466+43.2% | $5,629+64.5% | $6,691+38.4% |
| Admin fee / account holder | $30,522 | $19,316+58.0% | $15,914+91.8% | $13,402+127.7% |