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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 | $104,924-93.5% | $84,623-92.0% | $152,885-95.6% |
| Participation rate | 36.8% | 74.8%-38.0pp | 68.2%-31.4pp | 82.5%-45.6pp |
| Annual return | 31.74% | 373.82%-342.1pp | 258.77%-227.0pp | 345.39%-313.6pp |
| Employer contribution / active EE | $768 | $3,302-76.7% | $2,652-71.0% | $4,763-83.9% |
| Participant deferral / active EE | $980 | $4,689-79.1% | $3,899-74.9% | $5,851-83.2% |
| Admin fee / account holder | $2,353 | $6,242-62.3% | $4,913-52.1% | $11,598-79.7% |