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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 | $8,564 | $106,905-92.0% | $84,020-89.8% | $152,885-94.4% |
| Participation rate | 69.2% | 75.2%-6.0pp | 69.0%+0.2pp | 82.5%-13.2pp |
| Annual return | 66.79% | 105.00%-38.2pp | 71.31%-4.5pp | 345.39%-278.6pp |
| Employer contribution / active EE | $1,153 | $2,735-57.8% | $1,984-41.9% | $4,763-75.8% |
| Participant deferral / active EE | $2,470 | $4,012-38.4% | $3,239-23.7% | $5,851-57.8% |
| Admin fee / account holder | $1,421 | $8,287-82.9% | $6,101-76.7% | $11,598-87.8% |