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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 | $8,033 | $106,267-92.4% | $96,520-91.7% | $139,456-94.2% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 26.00% | 38.45%-12.4pp | 35.72%-9.7pp | 373.45%-347.4pp |
| Employer contribution / active EE | $1,676 | $4,105-59.2% | $3,739-55.2% | $4,753-64.7% |
| Participant deferral / active EE | $2,092 | $5,454-61.6% | $4,879-57.1% | $6,711-68.8% |
| Admin fee / account holder | $1,901 | $7,882-75.9% | $6,733-71.8% | $11,407-83.3% |