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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 | $9,922 | $45,152-78.0% | $73,836-86.6% | $59,633-83.4% |
| Participation rate | 26.6% | 64.0%-37.5pp | 73.4%-46.9pp | 68.7%-42.1pp |
| Annual return | 7.09% | 27.40%-20.3pp | 2268.06%-2261.0pp | 2041.45%-2034.4pp |
| Employer contribution / active EE | $1,481 | $1,901-22.1% | $2,787-46.9% | $2,203-32.8% |
| Participant deferral / active EE | $2,084 | $2,573-19.0% | $3,583-41.8% | $3,192-34.7% |
| Admin fee / account holder | $893 | $3,515-74.6% | $4,882-81.7% | $4,297-79.2% |