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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 | $8,302 | $111,814-92.6% | $103,374-92.0% | $145,959-94.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 19.25% | 24.77%-5.5pp | 24.89%-5.6pp | 561.95%-542.7pp |
| Employer contribution / active EE | $1,179 | $4,214-72.0% | $3,869-69.5% | $4,661-74.7% |
| Participant deferral / active EE | $2,801 | $5,618-50.2% | $5,058-44.6% | $6,689-58.1% |
| Admin fee / account holder | $1,744 | $9,754-82.1% | $8,394-79.2% | $13,398-87.0% |