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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 | $9,594 | $106,267-91.0% | $96,520-90.1% | $139,456-93.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 16.09% | 38.45%-22.4pp | 35.72%-19.6pp | 373.45%-357.4pp |
| Employer contribution / active EE | $1,445 | $4,105-64.8% | $3,739-61.3% | $4,753-69.6% |
| Participant deferral / active EE | $2,590 | $5,454-52.5% | $4,879-46.9% | $6,711-61.4% |
| Admin fee / account holder | $9,949 | $7,882+26.2% | $6,733+47.8% | $11,407-12.8% |