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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 | $6,186 | $115,796-94.7% | $101,264-93.9% | $158,950-96.1% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 11.89% | 56.15%-44.3pp | 46.48%-34.6pp | 302.91%-291.0pp |
| Employer contribution / active EE | $1,694 | $4,175-59.4% | $3,660-53.7% | $4,762-64.4% |
| Participant deferral / active EE | $8,637 | $4,958+74.2% | $4,370+97.6% | $5,983+44.4% |
| Admin fee / account holder | $1,847 | $7,247-74.5% | $5,947-68.9% | $11,248-83.6% |