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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 | $8,360 | $165,361-94.9% | $149,715-94.4% | $158,950-94.7% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 14.64% | 348.24%-333.6pp | 276.66%-262.0pp | 302.91%-288.3pp |
| Employer contribution / active EE | $1,411 | $5,103-72.4% | $4,645-69.6% | $4,762-70.4% |
| Participant deferral / active EE | $6,333 | $7,182-11.8% | $6,842-7.4% | $5,983+5.8% |
| Admin fee / account holder | $20,944 | $10,808+93.8% | $9,310+125.0% | $11,248+86.2% |