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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 | $7,926 | $183,516-95.7% | $155,534-94.9% | $145,884-94.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 32.11% | 61.43%-29.3pp | 64.92%-32.8pp | 551.85%-519.7pp |
| Employer contribution / active EE | $1,307 | $5,315-75.4% | $4,675-72.0% | $4,662-72.0% |
| Participant deferral / active EE | $2,738 | $6,467-57.7% | $5,630-51.4% | $6,690-59.1% |
| Admin fee / account holder | $2,353 | $19,293-87.8% | $15,900-85.2% | $13,392-82.4% |