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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 | $9,480 | $211,105-95.5% | $178,449-94.7% | $145,978-93.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 16.47% | 30.19%-13.7pp | 27.09%-10.6pp | 550.52%-534.0pp |
| Employer contribution / active EE | $1,337 | $4,569-70.7% | $3,951-66.2% | $4,662-71.3% |
| Participant deferral / active EE | $4,678 | $6,959-32.8% | $6,277-25.5% | $6,690-30.1% |
| Admin fee / account holder | $2,273 | $12,017-81.1% | $10,362-78.1% | $13,400-83.0% |