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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 | $7,740 | $99,652-92.2% | $78,778-90.2% | $147,586-94.8% |
| Participation rate | 36.8% | 76.2%-39.4pp | 69.2%-32.3pp | 82.8%-46.0pp |
| Annual return | 18.36% | 47.28%-28.9pp | 35.62%-17.3pp | 578.59%-560.2pp |
| Employer contribution / active EE | $482 | $2,796-82.8% | $1,986-75.7% | $4,876-90.1% |
| Participant deferral / active EE | $1,174 | $3,664-68.0% | $2,958-60.3% | $5,439-78.4% |
| Admin fee / account holder | $2,590 | $7,155-63.8% | $5,134-49.6% | $10,886-76.2% |