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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 | $8,423 | $135,956-93.8% | $123,894-93.2% | $273,972-96.9% |
| Participation rate | 38.5% | 84.1%-45.6pp | 81.4%-42.9pp | 83.0%-44.6pp |
| Annual return | 16.54% | 56.63%-40.1pp | 47.52%-31.0pp | 41.46%-24.9pp |
| Employer contribution / active EE | $1,326 | $5,170-74.3% | $4,617-71.3% | $4,869-72.8% |
| Participant deferral / active EE | $3,384 | $6,343-46.6% | $5,984-43.5% | $5,287-36.0% |
| Admin fee / account holder | $1,472 | $9,817-85.0% | $8,357-82.4% | $10,133-85.5% |