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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 | $7,288 | $157,296-95.4% | $141,191-94.8% | $152,897-95.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.53% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $2,042 | $5,262-61.2% | $4,736-56.9% | $4,764-57.1% |
| Participant deferral / active EE | $2,653 | $7,111-62.7% | $6,710-60.5% | $5,851-54.7% |
| Admin fee / account holder | $1,082 | $12,125-91.1% | $10,264-89.5% | $11,599-90.7% |