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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 | $7,653 | $147,556-94.8% | $129,031-94.1% | $198,609-96.1% |
| Participation rate | 68.4% | 77.2%-8.8pp | 73.4%-4.9pp | 82.4%-14.0pp |
| Annual return | 20.63% | 37.41%-16.8pp | 34.67%-14.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $1,497 | $3,645-58.9% | $3,226-53.6% | $5,055-70.4% |
| Participant deferral / active EE | $1,978 | $5,760-65.7% | $5,217-62.1% | $6,977-71.7% |
| Admin fee / account holder | $368 | $15,467-97.6% | $13,208-97.2% | $19,030-98.1% |