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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 | $7,783 | $156,398-95.0% | $147,318-94.7% | $138,895-94.4% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 79.9%-42.4pp |
| Annual return | 18.51% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $974 | $4,853-79.9% | $4,593-78.8% | $4,194-76.8% |
| Participant deferral / active EE | $4,430 | $8,237-46.2% | $7,906-44.0% | $6,396-30.7% |
| Admin fee / account holder | $94,563 | $14,976+531.4% | $13,708+589.9% | $12,562+652.8% |