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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 | $8,433 | $105,960-92.0% | $81,726-89.7% | $158,982-94.7% |
| Participation rate | 46.7% | 75.6%-28.9pp | 72.0%-25.3pp | 82.0%-35.3pp |
| Annual return | 24.06% | 38.19%-14.1pp | 29.49%-5.4pp | 302.99%-278.9pp |
| Employer contribution / active EE | $1,072 | $7,805-86.3% | $4,311-75.1% | $4,763-77.5% |
| Participant deferral / active EE | $1,185 | $13,011-90.9% | $7,108-83.3% | $5,983-80.2% |
| Admin fee / account holder | $2,164 | $8,494-74.5% | $5,160-58.1% | $11,252-80.8% |