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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 | $7,910 | $226,105-96.5% | $182,540-95.7% | $152,897-94.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 19.96% | 192.58%-172.6pp | 148.58%-128.6pp | 345.43%-325.5pp |
| Employer contribution / active EE | $903 | $4,978-81.9% | $4,076-77.8% | $4,764-81.0% |
| Participant deferral / active EE | $2,591 | $6,370-59.3% | $5,525-53.1% | $5,851-55.7% |
| Admin fee / account holder | $346 | $10,706-96.8% | $8,593-96.0% | $11,599-97.0% |