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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 | $7,055 | $112,729-93.7% | $98,716-92.9% | $137,256-94.9% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 20.97% | 38.48%-17.5pp | 31.81%-10.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,214 | $2,725-55.5% | $2,279-46.7% | $4,156-70.8% |
| Participant deferral / active EE | $1,367 | $4,640-70.6% | $4,048-66.2% | $6,407-78.7% |
| Admin fee / account holder | $2,418 | $10,129-76.1% | $8,703-72.2% | $12,270-80.3% |