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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 | $9,243 | $99,652-90.7% | $78,778-88.3% | $147,585-93.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 25.16% | 47.28%-22.1pp | 35.62%-10.5pp | 578.58%-553.4pp |
| Employer contribution / active EE | $1,147 | $2,796-59.0% | $1,986-42.2% | $4,876-76.5% |
| Participant deferral / active EE | $2,665 | $3,664-27.3% | $2,958-9.9% | $5,439-51.0% |
| Admin fee / account holder | $1,392 | $7,155-80.5% | $5,134-72.9% | $10,886-87.2% |