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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 | $8,115 | $51,642-84.3% | $129,384-93.7% | $80,935-90.0% |
| Participation rate | 30.1% | 56.9%-26.8pp | 69.6%-39.5pp | 67.7%-37.6pp |
| Annual return | 13.50% | 20.78%-7.3pp | 9461.77%-9448.3pp | 35.66%-22.2pp |
| Employer contribution / active EE | $608 | $1,583-61.6% | $4,153-85.4% | $2,757-77.9% |
| Participant deferral / active EE | $2,413 | $2,670-9.6% | $4,166-42.1% | $4,299-43.9% |
| Admin fee / account holder | $1,863 | $4,312-56.8% | $7,686-75.8% | $6,924-73.1% |