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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 | $8,851 | $84,741-89.6% | $75,731-88.3% | $167,553-94.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.8%-8.2pp | 82.1%-15.4pp |
| Annual return | 12.41% | 199.72%-187.3pp | 104.65%-92.2pp | 478.89%-466.5pp |
| Employer contribution / active EE | $2,654 | $3,230-17.8% | $2,743-3.2% | $4,840-45.2% |
| Participant deferral / active EE | $3,479 | $4,577-24.0% | $3,820-8.9% | $6,343-45.1% |
| Admin fee / account holder | $4,292 | $5,361-19.9% | $3,620+18.6% | $12,316-65.2% |