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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 | $7,733 | $124,314-93.8% | $109,163-92.9% | $167,518-95.4% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 11.34% | 26.04%-14.7pp | 25.75%-14.4pp | 478.71%-467.4pp |
| Employer contribution / active EE | $945 | $4,209-77.5% | $3,723-74.6% | $4,838-80.5% |
| Participant deferral / active EE | $1,845 | $5,256-64.9% | $4,654-60.3% | $6,342-70.9% |
| Admin fee / account holder | $323 | $7,973-95.9% | $6,754-95.2% | $12,312-97.4% |