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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 | $7,065 | $83,337-91.5% | $67,834-89.6% | $273,972-97.4% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 16.58% | 259.45%-242.9pp | 138.47%-121.9pp | 41.46%-24.9pp |
| Employer contribution / active EE | $1,280 | $3,287-61.1% | $2,403-46.7% | $4,869-73.7% |
| Participant deferral / active EE | $1,648 | $4,088-59.7% | $3,160-47.8% | $5,287-68.8% |
| Admin fee / account holder | $609 | $6,752-91.0% | $4,622-86.8% | $10,133-94.0% |