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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 | $8,105 | $166,242-95.1% | $165,071-95.1% | $145,884-94.4% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 17.26% | 100.44%-83.2pp | 70.17%-52.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,739 | $5,283-67.1% | $4,347-60.0% | $4,662-62.7% |
| Participant deferral / active EE | $2,359 | $6,964-66.1% | $6,035-60.9% | $6,690-64.7% |
| Admin fee / account holder | $2,696 | $16,658-83.8% | $12,695-78.8% | $13,392-79.9% |