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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 | $9,132 | $108,911-91.6% | $100,392-90.9% | $145,884-93.7% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 33.88% | 58.23%-24.3pp | 49.45%-15.6pp | 551.85%-518.0pp |
| Employer contribution / active EE | $1,160 | $4,420-73.8% | $3,941-70.6% | $4,662-75.1% |
| Participant deferral / active EE | $3,791 | $8,459-55.2% | $8,090-53.1% | $6,690-43.3% |
| Admin fee / account holder | $820 | $9,698-91.5% | $7,904-89.6% | $13,392-93.9% |