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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 | $8,812 | $104,924-91.6% | $84,623-89.6% | $152,885-94.2% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 27.37% | 373.82%-346.4pp | 258.77%-231.4pp | 345.39%-318.0pp |
| Employer contribution / active EE | $963 | $3,302-70.8% | $2,652-63.7% | $4,763-79.8% |
| Participant deferral / active EE | $1,597 | $4,689-65.9% | $3,899-59.0% | $5,851-72.7% |
| Admin fee / account holder | $384 | $6,242-93.9% | $4,913-92.2% | $11,598-96.7% |