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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 | $7,427 | $111,878-93.4% | $93,727-92.1% | $145,897-94.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 11.46% | 204.28%-192.8pp | 133.83%-122.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,077 | $3,092-65.2% | $2,421-55.5% | $4,663-76.9% |
| Participant deferral / active EE | $1,186 | $4,920-75.9% | $4,417-73.1% | $6,689-82.3% |
| Admin fee / account holder | $1,050 | $10,256-89.8% | $8,292-87.3% | $13,390-92.2% |