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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 | $7,702 | $110,410-93.0% | $102,437-92.5% | $145,897-94.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.61% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,151 | $4,217-72.7% | $3,871-70.3% | $4,663-75.3% |
| Participant deferral / active EE | $1,652 | $5,622-70.6% | $5,060-67.4% | $6,689-75.3% |
| Admin fee / account holder | $1,574 | $9,745-83.9% | $8,388-81.2% | $13,390-88.2% |