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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 | $132,099-92.8% | $115,599-91.7% | $138,895-93.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.3%-24.3pp | 79.9%-29.9pp |
| Annual return | 20.41% | 176.76%-156.3pp | 111.10%-90.7pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,791 | $3,416-47.6% | $2,955-39.4% | $4,194-57.3% |
| Participant deferral / active EE | $2,264 | $5,617-59.7% | $4,889-53.7% | $6,396-64.6% |
| Admin fee / account holder | $345 | $15,650-97.8% | $12,841-97.3% | $12,562-97.3% |