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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 | $9,622 | $73,848-87.0% | $143,799-93.3% | $68,486-85.9% |
| Participation rate | 51.7% | 66.7%-14.9pp | 80.3%-28.6pp | 67.9%-16.2pp |
| Annual return | 35.60% | 0.91%+34.7pp | -0.04%+35.6pp | -7.85%+43.5pp |
| Employer contribution / active EE | $1,124 | $3,184-64.7% | $4,952-77.3% | $2,597-56.7% |
| Participant deferral / active EE | $2,039 | $3,385-39.8% | $5,638-63.8% | $4,028-49.4% |
| Admin fee / account holder | $511 | $5,755-91.1% | $14,677-96.5% | $5,404-90.5% |