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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 | $9,257 | $138,102-93.3% | $125,381-92.6% | $134,532-93.1% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | 25.38% | 750.73%-725.3pp | 572.31%-546.9pp | 418.27%-392.9pp |
| Employer contribution / active EE | $1,280 | $5,245-75.6% | $4,815-73.4% | $4,741-73.0% |
| Participant deferral / active EE | $3,201 | $7,801-59.0% | $7,448-57.0% | $6,401-50.0% |
| Admin fee / account holder | $1,312 | $11,568-88.7% | $10,007-86.9% | $11,429-88.5% |