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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 | $7,879 | $116,190-93.2% | $93,614-91.6% | $152,885-94.8% |
| Participation rate | 57.1% | 78.0%-20.9pp | 75.8%-18.7pp | 82.5%-25.3pp |
| Annual return | 17.36% | 35.96%-18.6pp | 32.76%-15.4pp | 345.39%-328.0pp |
| Employer contribution / active EE | $969 | $3,219-69.9% | $2,718-64.4% | $4,763-79.7% |
| Participant deferral / active EE | $1,491 | $4,604-67.6% | $4,069-63.4% | $5,851-74.5% |
| Admin fee / account holder | $3,358 | $10,749-68.8% | $7,889-57.4% | $11,598-71.0% |