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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 | $9,328 | $176,077-94.7% | $159,455-94.2% | $167,518-94.4% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 21.27% | 331.83%-310.6pp | 263.63%-242.4pp | 478.71%-457.4pp |
| Employer contribution / active EE | $1,511 | $5,298-71.5% | $4,830-68.7% | $4,838-68.8% |
| Participant deferral / active EE | $3,129 | $7,751-59.6% | $7,353-57.5% | $6,342-50.7% |
| Admin fee / account holder | $357 | $12,556-97.2% | $10,800-96.7% | $12,312-97.1% |