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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 | $115,225-93.9% | $100,712-93.0% | $138,895-94.9% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | 20.97% | 40.35%-19.4pp | 33.27%-12.3pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,214 | $2,771-56.2% | $2,313-47.5% | $4,194-71.1% |
| Participant deferral / active EE | $1,367 | $4,699-70.9% | $4,085-66.5% | $6,396-78.6% |
| Admin fee / account holder | $2,418 | $10,844-77.7% | $9,256-73.9% | $12,562-80.8% |