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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 | $8,036 | $211,224-96.2% | $178,505-95.5% | $145,897-94.5% |
| Participation rate | 55.6% | 80.8%-25.3pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | 24.15% | 30.28%-6.1pp | 27.16%-3.0pp | 552.29%-528.1pp |
| Employer contribution / active EE | $2,858 | $4,577-37.6% | $3,955-27.8% | $4,663-38.7% |
| Participant deferral / active EE | $1,841 | $6,966-73.6% | $6,280-70.7% | $6,689-72.5% |
| Admin fee / account holder | $5,365 | $12,109-55.7% | $10,428-48.5% | $13,390-59.9% |