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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 | $9,008 | $110,379-91.8% | $102,412-91.2% | $145,884-93.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.23% | 24.84%-10.6pp | 24.94%-10.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,471 | $4,216-65.1% | $3,870-62.0% | $4,662-68.5% |
| Participant deferral / active EE | $2,885 | $5,622-48.7% | $5,060-43.0% | $6,690-56.9% |
| Admin fee / account holder | $2,463 | $9,745-74.7% | $8,388-70.6% | $13,392-81.6% |