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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 | $8,669 | $84,236-89.7% | $170,435-94.9% | $70,126-87.6% |
| Participation rate | 52.5% | 70.8%-18.3pp | 83.6%-31.1pp | 69.5%-17.0pp |
| Annual return | 20.58% | 23.06%-2.5pp | 205.94%-185.4pp | 73.15%-52.6pp |
| Employer contribution / active EE | $1,069 | $3,387-68.4% | $5,432-80.3% | $2,343-54.3% |
| Participant deferral / active EE | $2,246 | $3,086-27.2% | $4,939-54.5% | $3,332-32.6% |
| Admin fee / account holder | $1,646 | $5,698-71.1% | $13,881-88.1% | $4,645-64.6% |