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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 | $8,532 | $106,918-92.0% | $84,021-89.8% | $152,897-94.4% |
| Participation rate | 38.9% | 75.2%-36.4pp | 69.0%-30.1pp | 82.5%-43.6pp |
| Annual return | 19.08% | 105.01%-85.9pp | 71.32%-52.2pp | 345.43%-326.3pp |
| Employer contribution / active EE | $690 | $2,735-74.8% | $1,984-65.2% | $4,764-85.5% |
| Participant deferral / active EE | $1,116 | $4,012-72.2% | $3,239-65.5% | $5,851-80.9% |
| Admin fee / account holder | $346 | $8,288-95.8% | $6,102-94.3% | $11,599-97.0% |