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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 | $8,492 | $176,402-95.2% | $134,162-93.7% | $158,982-94.7% |
| Participation rate | 37.5% | 78.7%-41.2pp | 72.2%-34.7pp | 82.0%-44.5pp |
| Annual return | 22.40% | 63.66%-41.3pp | 36.35%-13.9pp | 302.99%-280.6pp |
| Employer contribution / active EE | $482 | $5,042-90.4% | $3,705-87.0% | $4,763-89.9% |
| Participant deferral / active EE | $2,955 | $4,093-27.8% | $3,500-15.6% | $5,983-50.6% |
| Admin fee / account holder | $2,715 | $8,719-68.9% | $6,685-59.4% | $11,252-75.9% |