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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 | $8,032 | $104,937-92.3% | $84,628-90.5% | $152,897-94.7% |
| Participation rate | 42.1% | 74.8%-32.7pp | 68.2%-26.1pp | 82.5%-40.3pp |
| Annual return | 29.46% | 373.88%-344.4pp | 258.80%-229.3pp | 345.43%-316.0pp |
| Employer contribution / active EE | $288 | $3,303-91.3% | $2,653-89.2% | $4,764-94.0% |
| Participant deferral / active EE | $1,554 | $4,690-66.9% | $3,900-60.1% | $5,851-73.4% |
| Admin fee / account holder | $495 | $6,243-92.1% | $4,914-89.9% | $11,599-95.7% |