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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 | $7,993 | $129,476-93.8% | $93,515-91.5% | $158,982-95.0% |
| Participation rate | 61.5% | 71.0%-9.5pp | 66.8%-5.3pp | 82.0%-20.4pp |
| Annual return | 8.04% | 118.56%-110.5pp | 78.21%-70.2pp | 302.99%-295.0pp |
| Employer contribution / active EE | $458 | $2,717-83.2% | $2,077-78.0% | $4,763-90.4% |
| Participant deferral / active EE | $1,719 | $3,916-56.1% | $3,129-45.1% | $5,983-71.3% |
| Admin fee / account holder | $9,041 | $7,396+22.2% | $5,235+72.7% | $11,252-19.6% |