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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 | $8,578 | $100,003-91.4% | $146,685-94.2% | $85,856-90.0% |
| Participation rate | 60.0% | 73.1%-13.1pp | 80.1%-20.1pp | 69.3%-9.3pp |
| Annual return | 20.03% | 18.93%+1.1pp | 22.75%-2.7pp | 318.58%-298.6pp |
| Employer contribution / active EE | $1,029 | $2,559-59.8% | $4,137-75.1% | $2,565-59.9% |
| Participant deferral / active EE | $1,836 | $4,006-54.2% | $5,507-66.7% | $3,952-53.5% |
| Admin fee / account holder | $316 | $7,704-95.9% | $10,281-96.9% | $6,261-95.0% |