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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 | $7,633 | $105,929-92.8% | $81,716-90.7% | $158,966-95.2% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.0%-32.0pp | 82.0%-42.0pp |
| Annual return | 53.00% | 38.19%+14.8pp | 29.49%+23.5pp | 302.95%-250.0pp |
| Employer contribution / active EE | $1,024 | $7,802-86.9% | $4,310-76.2% | $4,762-78.5% |
| Participant deferral / active EE | $1,954 | $13,007-85.0% | $7,108-72.5% | $5,983-67.3% |
| Admin fee / account holder | $565 | $8,492-93.4% | $5,159-89.1% | $11,250-95.0% |