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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 | $8,647 | $111,814-92.3% | $103,374-91.6% | $145,959-94.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 17.39% | 24.77%-7.4pp | 24.89%-7.5pp | 561.95%-544.6pp |
| Employer contribution / active EE | $9,530 | $4,214+126.2% | $3,869+146.3% | $4,661+104.5% |
| Participant deferral / active EE | $1,936 | $5,618-65.5% | $5,058-61.7% | $6,689-71.1% |
| Admin fee / account holder | $6,608 | $9,754-32.3% | $8,394-21.3% | $13,398-50.7% |