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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 | $9,897 | $117,904-91.6% | $102,457-90.3% | $145,978-93.2% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 13.73% | 31.80%-18.1pp | 29.41%-15.7pp | 550.52%-536.8pp |
| Employer contribution / active EE | $1,455 | $3,613-59.7% | $3,022-51.9% | $4,662-68.8% |
| Participant deferral / active EE | $2,514 | $5,733-56.1% | $5,054-50.3% | $6,690-62.4% |
| Admin fee / account holder | $3,626 | $13,329-72.8% | $9,451-61.6% | $13,400-72.9% |