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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 | $9,306 | $197,819-95.3% | $155,789-94.0% | $125,389-92.6% |
| Participation rate | 62.5% | 82.1%-19.6pp | 76.1%-13.6pp | 83.2%-20.7pp |
| Annual return | 0.20% | 86.73%-86.5pp | 71.54%-71.3pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,159 | $4,850-55.5% | $3,839-43.8% | $4,866-55.6% |
| Participant deferral / active EE | $1,544 | $5,631-72.6% | $4,798-67.8% | $5,352-71.1% |
| Admin fee / account holder | $745 | $9,544-92.2% | $7,477-90.0% | $9,541-92.2% |