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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 | $9,787 | $174,018-94.4% | $136,833-92.8% | $198,609-95.1% |
| Participation rate | 40.9% | 65.1%-24.2pp | 59.0%-18.1pp | 82.4%-41.5pp |
| Annual return | 22.56% | 35.16%-12.6pp | 35.32%-12.8pp | 202.70%-180.1pp |
| Employer contribution / active EE | $554 | $1,571-64.8% | $1,319-58.0% | $5,055-89.1% |
| Participant deferral / active EE | $1,570 | $2,873-45.4% | $2,441-35.7% | $6,977-77.5% |
| Admin fee / account holder | $2,533 | $5,434-53.4% | $4,706-46.2% | $19,030-86.7% |