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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 | $6,779 | $104,937-93.5% | $84,628-92.0% | $152,897-95.6% |
| Participation rate | 36.8% | 74.8%-38.0pp | 68.2%-31.4pp | 82.5%-45.6pp |
| Annual return | 31.74% | 373.88%-342.1pp | 258.80%-227.1pp | 345.43%-313.7pp |
| Employer contribution / active EE | $768 | $3,303-76.7% | $2,653-71.0% | $4,764-83.9% |
| Participant deferral / active EE | $980 | $4,690-79.1% | $3,900-74.9% | $5,851-83.2% |
| Admin fee / account holder | $2,353 | $6,243-62.3% | $4,914-52.1% | $11,599-79.7% |