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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 | $9,325 | $129,239-92.8% | $93,419-90.0% | $158,966-94.1% |
| Participation rate | 68.4% | 70.9%-2.5pp | 66.8%+1.6pp | 82.0%-13.5pp |
| Annual return | 6.21% | 118.21%-112.0pp | 78.05%-71.8pp | 302.95%-296.7pp |
| Employer contribution / active EE | $732 | $2,711-73.0% | $2,075-64.7% | $4,762-84.6% |
| Participant deferral / active EE | $853 | $3,909-78.2% | $3,126-72.7% | $5,983-85.7% |
| Admin fee / account holder | $1,527 | $7,383-79.3% | $5,230-70.8% | $11,250-86.4% |