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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 | $8,183 | $183,516-95.5% | $155,534-94.7% | $145,884-94.4% |
| Participation rate | 53.3% | 82.7%-29.4pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 23.16% | 61.43%-38.3pp | 64.92%-41.8pp | 551.85%-528.7pp |
| Employer contribution / active EE | $1,216 | $5,315-77.1% | $4,675-74.0% | $4,662-73.9% |
| Participant deferral / active EE | $2,131 | $6,467-67.1% | $5,630-62.2% | $6,690-68.2% |
| Admin fee / account holder | $1,644 | $19,293-91.5% | $15,900-89.7% | $13,392-87.7% |