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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 | $7,812 | $119,143-93.4% | $88,632-91.2% | $152,909-94.9% |
| Participation rate | 57.1% | 73.4%-16.3pp | 68.8%-11.6pp | 82.5%-25.3pp |
| Annual return | 21.01% | 48.12%-27.1pp | 43.75%-22.7pp | 345.46%-324.5pp |
| Employer contribution / active EE | $0 | $2,675-100.0% | $2,101-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,773 | $3,555-50.1% | $2,917-39.2% | $5,851-69.7% |
| Admin fee / account holder | $7,987 | $5,875+36.0% | $4,308+85.4% | $11,601-31.2% |