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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 | $8,592 | $165,939-94.8% | $122,354-93.0% | $147,586-94.2% |
| Participation rate | 37.5% | 79.6%-42.1pp | 71.6%-34.1pp | 82.8%-45.3pp |
| Annual return | 14.32% | 34.56%-20.2pp | 30.28%-16.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $426 | $5,754-92.6% | $4,051-89.5% | $4,876-91.3% |
| Participant deferral / active EE | $817 | $4,005-79.6% | $3,287-75.2% | $5,439-85.0% |
| Admin fee / account holder | $537 | $7,425-92.8% | $5,479-90.2% | $10,886-95.1% |