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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 | $7,558 | $107,809-93.0% | $97,032-92.2% | $155,188-95.1% |
| Participation rate | 25.0% | 75.5%-50.5pp | 71.6%-46.6pp | 80.8%-55.8pp |
| Annual return | 12.07% | 38.06%-26.0pp | 35.38%-23.3pp | 148.84%-136.8pp |
| Employer contribution / active EE | $1,300 | $2,911-55.3% | $2,629-50.5% | $4,248-69.4% |
| Participant deferral / active EE | $2,100 | $5,129-59.1% | $4,672-55.1% | $6,531-67.8% |
| Admin fee / account holder | $81,703 | $10,717+662.3% | $9,418+767.6% | $14,480+464.3% |