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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 | $8,537 | $124,346-93.1% | $111,308-92.3% | $167,536-94.9% |
| Participation rate | 41.2% | 79.6%-38.5pp | 77.3%-36.1pp | 82.1%-40.9pp |
| Annual return | 29.07% | 37.45%-8.4pp | 54.67%-25.6pp | 478.82%-449.8pp |
| Employer contribution / active EE | $1,069 | $3,437-68.9% | $2,732-60.9% | $4,839-77.9% |
| Participant deferral / active EE | $2,842 | $5,182-45.1% | $4,487-36.7% | $6,342-55.2% |
| Admin fee / account holder | $3,227 | $10,621-69.6% | $7,965-59.5% | $12,315-73.8% |