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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 | $8,782 | $90,486-90.3% | $78,676-88.8% | $273,972-96.8% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 19.87% | 75.62%-55.8pp | 62.19%-42.3pp | 41.46%-21.6pp |
| Employer contribution / active EE | $598 | $3,175-81.2% | $2,850-79.0% | $4,869-87.7% |
| Participant deferral / active EE | $1,502 | $3,901-61.5% | $3,517-57.3% | $5,287-71.6% |
| Admin fee / account holder | $366 | $5,263-93.1% | $4,510-91.9% | $10,133-96.4% |