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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 | $9,684 | $172,111-94.4% | $150,298-93.6% | $137,256-92.9% |
| Participation rate | 45.5% | 81.7%-36.3pp | 77.8%-32.3pp | 80.0%-34.5pp |
| Annual return | 28.29% | 69.37%-41.1pp | 62.79%-34.5pp | 220.34%-192.0pp |
| Employer contribution / active EE | $1,928 | $4,636-58.4% | $4,154-53.6% | $4,156-53.6% |
| Participant deferral / active EE | $4,681 | $6,166-24.1% | $5,453-14.2% | $6,407-26.9% |
| Admin fee / account holder | $366 | $16,471-97.8% | $14,116-97.4% | $12,270-97.0% |