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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 | $7,354 | $211,105-96.5% | $178,449-95.9% | $145,978-95.0% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 12.12% | 30.19%-18.1pp | 27.09%-15.0pp | 550.52%-538.4pp |
| Employer contribution / active EE | $1,258 | $4,569-72.5% | $3,951-68.2% | $4,662-73.0% |
| Participant deferral / active EE | $1,265 | $6,959-81.8% | $6,277-79.8% | $6,690-81.1% |
| Admin fee / account holder | $2,084 | $12,017-82.7% | $10,362-79.9% | $13,400-84.4% |