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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 | $8,454 | $115,814-92.7% | $101,275-91.7% | $158,982-94.7% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 13.07% | 56.16%-43.1pp | 46.48%-33.4pp | 302.99%-289.9pp |
| Employer contribution / active EE | $1,600 | $4,176-61.7% | $3,660-56.3% | $4,763-66.4% |
| Participant deferral / active EE | $1,704 | $4,958-65.6% | $4,371-61.0% | $5,983-71.5% |
| Admin fee / account holder | $7,391 | $7,249+2.0% | $5,948+24.3% | $11,252-34.3% |