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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 | $8,340 | $106,247-92.2% | $96,515-91.4% | $139,466-94.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 18.63% | 38.47%-19.8pp | 35.73%-17.1pp | 373.66%-355.0pp |
| Employer contribution / active EE | $982 | $4,106-76.1% | $3,740-73.7% | $4,754-79.3% |
| Participant deferral / active EE | $2,993 | $5,456-45.1% | $4,880-38.7% | $6,712-55.4% |
| Admin fee / account holder | $2,894 | $7,885-63.3% | $6,735-57.0% | $11,409-74.6% |