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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 | $7,260 | $119,143-93.9% | $88,632-91.8% | $152,909-95.3% |
| Participation rate | 53.8% | 73.4%-19.6pp | 68.8%-14.9pp | 82.5%-28.6pp |
| Annual return | 29.86% | 48.12%-18.3pp | 43.75%-13.9pp | 345.46%-315.6pp |
| Employer contribution / active EE | $1,700 | $2,675-36.4% | $2,101-19.1% | $4,764-64.3% |
| Participant deferral / active EE | $1,914 | $3,555-46.2% | $2,917-34.4% | $5,851-67.3% |
| Admin fee / account holder | $1,229 | $5,875-79.1% | $4,308-71.5% | $11,601-89.4% |