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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 | $9,615 | $100,901-90.5% | $75,501-87.3% | $147,586-93.5% |
| Participation rate | 66.7% | 77.1%-10.5pp | 72.4%-5.7pp | 82.8%-16.2pp |
| Annual return | 19.38% | 35.78%-16.4pp | 27.35%-8.0pp | 578.59%-559.2pp |
| Employer contribution / active EE | $963 | $3,253-70.4% | $2,352-59.0% | $4,876-80.2% |
| Participant deferral / active EE | $1,813 | $4,027-55.0% | $3,142-42.3% | $5,439-66.7% |
| Admin fee / account holder | $1,350 | $11,285-88.0% | $5,801-76.7% | $10,886-87.6% |