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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 | $8,176 | $90,486-91.0% | $78,676-89.6% | $273,972-97.0% |
| Participation rate | 47.8% | 76.5%-28.7pp | 73.6%-25.7pp | 83.0%-35.2pp |
| Annual return | 3.92% | 75.62%-71.7pp | 62.19%-58.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,302 | $3,175-59.0% | $2,850-54.3% | $4,869-73.3% |
| Participant deferral / active EE | $2,055 | $3,901-47.3% | $3,517-41.6% | $5,287-61.1% |
| Admin fee / account holder | $1,006 | $5,263-80.9% | $4,510-77.7% | $10,133-90.1% |