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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 | $8,922 | $110,212-91.9% | $96,534-90.8% | $139,466-93.6% |
| Participation rate | 56.3% | 78.1%-21.9pp | 76.0%-19.7pp | 80.3%-24.1pp |
| Annual return | 16.65% | 26.42%-9.8pp | 25.88%-9.2pp | 373.66%-357.0pp |
| Employer contribution / active EE | $870 | $3,620-76.0% | $2,965-70.7% | $4,754-81.7% |
| Participant deferral / active EE | $1,838 | $5,547-66.9% | $4,851-62.1% | $6,712-72.6% |
| Admin fee / account holder | $4,437 | $11,599-61.7% | $8,253-46.2% | $11,409-61.1% |