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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 | $8,119 | $108,882-92.5% | $96,754-91.6% | $154,746-94.8% |
| Participation rate | 46.7% | 75.1%-28.4pp | 70.3%-23.6pp | 80.7%-34.0pp |
| Annual return | 12.92% | 98.39%-85.5pp | 82.04%-69.1pp | 172.34%-159.4pp |
| Employer contribution / active EE | $984 | $3,018-67.4% | $2,679-63.3% | $4,379-77.5% |
| Participant deferral / active EE | $1,779 | $5,323-66.6% | $4,758-62.6% | $6,730-73.6% |
| Admin fee / account holder | $8,469 | $10,200-17.0% | $8,905-4.9% | $14,365-41.0% |