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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 | $7,400 | $211,288-96.5% | $178,540-95.9% | $145,884-94.9% |
| Participation rate | 69.2% | 80.8%-11.6pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 17.13% | 30.27%-13.1pp | 27.15%-10.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,728 | $4,574-62.2% | $3,953-56.3% | $4,662-62.9% |
| Participant deferral / active EE | $3,229 | $6,967-53.6% | $6,281-48.6% | $6,690-51.7% |
| Admin fee / account holder | $1,861 | $12,105-84.6% | $10,424-82.1% | $13,392-86.1% |