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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 | $7,660 | $90,486-91.5% | $78,676-90.3% | $273,972-97.2% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 7.83% | 75.62%-67.8pp | 62.19%-54.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $832 | $3,175-73.8% | $2,850-70.8% | $4,869-82.9% |
| Participant deferral / active EE | $1,069 | $3,901-72.6% | $3,517-69.6% | $5,287-79.8% |
| Admin fee / account holder | $545 | $5,263-89.6% | $4,510-87.9% | $10,133-94.6% |