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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 | $9,086 | $166,242-94.5% | $165,071-94.5% | $145,884-93.8% |
| Participation rate | 52.9% | 82.0%-29.1pp | 78.6%-25.7pp | 80.3%-27.4pp |
| Annual return | 13.29% | 100.44%-87.1pp | 70.17%-56.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,391 | $5,283-73.7% | $4,347-68.0% | $4,662-70.2% |
| Participant deferral / active EE | $2,189 | $6,964-68.6% | $6,035-63.7% | $6,690-67.3% |
| Admin fee / account holder | $1,144 | $16,658-93.1% | $12,695-91.0% | $13,392-91.5% |