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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 | $7,638 | $157,304-95.1% | $141,197-94.6% | $152,909-95.0% |
| Participation rate | 46.7% | 84.8%-38.2pp | 82.5%-35.8pp | 82.5%-35.8pp |
| Annual return | 20.94% | 64.34%-43.4pp | 71.41%-50.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $1,119 | $5,263-78.7% | $4,736-76.4% | $4,764-76.5% |
| Participant deferral / active EE | $3,159 | $7,111-55.6% | $6,710-52.9% | $5,851-46.0% |
| Admin fee / account holder | $3,284 | $12,126-72.9% | $10,265-68.0% | $11,601-71.7% |