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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 | $9,180 | $107,363-91.4% | $92,909-90.1% | $152,897-94.0% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.0%-7.8pp | 82.5%-14.3pp |
| Annual return | 61.89% | 145.63%-83.7pp | 109.44%-47.5pp | 345.43%-283.5pp |
| Employer contribution / active EE | $1,996 | $4,222-52.7% | $3,653-45.4% | $4,764-58.1% |
| Participant deferral / active EE | $3,762 | $4,848-22.4% | $4,238-11.2% | $5,851-35.7% |
| Admin fee / account holder | $310 | $7,082-95.6% | $5,795-94.7% | $11,599-97.3% |