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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 | $7,728 | $162,821-95.3% | $133,978-94.2% | $158,982-95.1% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 13.62% | 41.95%-28.3pp | 45.10%-31.5pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,024 | $4,976-79.4% | $3,919-73.9% | $4,763-78.5% |
| Participant deferral / active EE | $2,468 | $5,910-58.2% | $5,047-51.1% | $5,983-58.8% |
| Admin fee / account holder | $1,343 | $11,742-88.6% | $8,930-85.0% | $11,252-88.1% |