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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 | $7,263 | $108,882-93.3% | $96,754-92.5% | $154,746-95.3% |
| Participation rate | 58.3% | 75.1%-16.7pp | 70.3%-11.9pp | 80.7%-22.4pp |
| Annual return | 17.06% | 98.39%-81.3pp | 82.04%-65.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,013 | $3,018-33.3% | $2,679-24.9% | $4,379-54.0% |
| Participant deferral / active EE | $4,485 | $5,323-15.7% | $4,758-5.7% | $6,730-33.4% |
| Admin fee / account holder | $13,762 | $10,200+34.9% | $8,905+54.5% | $14,365-4.2% |