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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 | $8,984 | $110,379-91.9% | $102,412-91.2% | $145,884-93.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.83% | 24.84%-11.0pp | 24.94%-11.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,477 | $4,216-41.3% | $3,870-36.0% | $4,662-46.9% |
| Participant deferral / active EE | $2,022 | $5,622-64.0% | $5,060-60.0% | $6,690-69.8% |
| Admin fee / account holder | $6,074 | $9,745-37.7% | $8,388-27.6% | $13,392-54.6% |