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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 | $8,908 | $101,063-91.2% | $81,473-89.1% | $147,586-94.0% |
| Participation rate | 61.9% | 74.5%-12.5pp | 68.0%-6.1pp | 82.8%-20.9pp |
| Annual return | 45.49% | 32.41%+13.1pp | 38.78%+6.7pp | 578.59%-533.1pp |
| Employer contribution / active EE | $1,227 | $3,206-61.7% | $2,568-52.2% | $4,876-74.8% |
| Participant deferral / active EE | $1,891 | $4,242-55.4% | $3,537-46.5% | $5,439-65.2% |
| Admin fee / account holder | $452 | $5,812-92.2% | $4,561-90.1% | $10,886-95.8% |