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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 | $9,101 | $124,336-92.7% | $111,303-91.8% | $167,518-94.6% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 24.66% | 37.45%-12.8pp | 54.66%-30.0pp | 478.71%-454.0pp |
| Employer contribution / active EE | $2,048 | $3,436-40.4% | $2,731-25.0% | $4,838-57.7% |
| Participant deferral / active EE | $3,588 | $5,181-30.7% | $4,487-20.0% | $6,342-43.4% |
| Admin fee / account holder | $918 | $10,623-91.4% | $7,966-88.5% | $12,312-92.5% |