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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 | $5,925 | $117,895-95.0% | $102,460-94.2% | $145,897-95.9% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 9.67% | 31.92%-22.3pp | 29.47%-19.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $900 | $3,619-75.1% | $3,025-70.2% | $4,663-80.7% |
| Participant deferral / active EE | $2,439 | $5,736-57.5% | $5,056-51.8% | $6,689-63.5% |
| Admin fee / account holder | $9,256 | $13,353-30.7% | $9,460-2.2% | $13,390-30.9% |