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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 | $8,087 | $103,966-92.2% | $112,899-92.8% | $75,173-89.2% |
| Participation rate | 13.8% | 75.7%-61.9pp | 80.5%-66.7pp | 67.2%-53.4pp |
| Annual return | 18.92% | 24.54%-5.6pp | 34.11%-15.2pp | 160.72%-141.8pp |
| Employer contribution / active EE | $1,117 | $3,870-71.1% | $4,566-75.5% | $2,671-58.2% |
| Participant deferral / active EE | $4,468 | $5,456-18.1% | $6,516-31.4% | $4,126+8.3% |
| Admin fee / account holder | $11,405 | $7,663+48.8% | $7,047+61.8% | $5,651+101.8% |