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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 | $9,754 | $78,672-87.6% | $109,163-91.1% | $85,856-88.6% |
| Participation rate | 55.3% | 68.3%-13.0pp | 75.9%-20.6pp | 69.3%-14.1pp |
| Annual return | 21.81% | 25.09%-3.3pp | 25.75%-3.9pp | 318.58%-296.8pp |
| Employer contribution / active EE | $1,216 | $2,734-55.5% | $3,723-67.3% | $2,565-52.6% |
| Participant deferral / active EE | $1,775 | $3,467-48.8% | $4,654-61.9% | $3,952-55.1% |
| Admin fee / account holder | $709 | $5,470-87.0% | $6,754-89.5% | $6,261-88.7% |