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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 | $7,072 | $142,430-95.0% | $115,170-93.9% | $152,897-95.4% |
| Participation rate | 62.5% | 82.4%-19.9pp | 75.9%-13.4pp | 82.5%-20.0pp |
| Annual return | 26.71% | 41.48%-14.8pp | 35.60%-8.9pp | 345.43%-318.7pp |
| Employer contribution / active EE | $1,063 | $4,011-73.5% | $3,179-66.6% | $4,764-77.7% |
| Participant deferral / active EE | $2,404 | $5,165-53.5% | $4,169-42.3% | $5,851-58.9% |
| Admin fee / account holder | $3,658 | $8,464-56.8% | $7,089-48.4% | $11,599-68.5% |