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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 | $7,243 | $182,442-96.0% | $163,379-95.6% | $138,895-94.8% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 14.09% | 72.74%-58.6pp | 63.41%-49.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,229 | $4,159-70.4% | $3,752-67.2% | $4,194-70.7% |
| Participant deferral / active EE | $1,387 | $6,817-79.7% | $6,282-77.9% | $6,396-78.3% |
| Admin fee / account holder | $3,613 | $10,396-65.2% | $9,818-63.2% | $12,562-71.2% |