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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 | $7,643 | $114,013-93.3% | $103,693-92.6% | $155,188-95.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 18.69% | 49.31%-30.6pp | 47.61%-28.9pp | 148.84%-130.2pp |
| Employer contribution / active EE | $554 | $3,131-82.3% | $2,920-81.0% | $4,248-87.0% |
| Participant deferral / active EE | $2,772 | $4,970-44.2% | $4,579-39.5% | $6,531-57.6% |
| Admin fee / account holder | $5,574 | $8,407-33.7% | $7,858-29.1% | $14,480-61.5% |