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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 | $9,539 | $142,354-93.3% | $125,529-92.4% | $155,188-93.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.7%-24.7pp | 80.8%-30.8pp |
| Annual return | 20.41% | 306.06%-285.7pp | 202.56%-182.2pp | 148.84%-128.4pp |
| Employer contribution / active EE | $1,791 | $3,501-48.9% | $3,058-41.4% | $4,248-57.8% |
| Participant deferral / active EE | $2,264 | $5,491-58.8% | $4,813-53.0% | $6,531-65.3% |
| Admin fee / account holder | $345 | $19,392-98.2% | $16,298-97.9% | $14,480-97.6% |