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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 | $7,655 | $98,240-92.2% | $82,313-90.7% | $147,585-94.8% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.8pp | 82.8%-25.7pp |
| Annual return | 23.42% | 30.85%-7.4pp | 25.88%-2.5pp | 578.57%-555.2pp |
| Employer contribution / active EE | $1,588 | $3,192-50.3% | $2,428-34.6% | $4,876-67.4% |
| Participant deferral / active EE | $2,212 | $4,383-49.5% | $3,706-40.3% | $5,439-59.3% |
| Admin fee / account holder | $5,854 | $8,563-31.6% | $5,608+4.4% | $10,885-46.2% |