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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 | $10,755 | $90,486-88.1% | $78,676-86.3% | $273,972-96.1% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 7.19% | 75.62%-68.4pp | 62.19%-55.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,398 | $3,175-56.0% | $2,850-50.9% | $4,869-71.3% |
| Participant deferral / active EE | $4,738 | $3,901+21.5% | $3,517+34.7% | $5,287-10.4% |
| Admin fee / account holder | $2,048 | $5,263-61.1% | $4,510-54.6% | $10,133-79.8% |