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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 | $8,452 | $165,361-94.9% | $149,715-94.4% | $158,950-94.7% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 37.59% | 348.24%-310.6pp | 276.66%-239.1pp | 302.91%-265.3pp |
| Employer contribution / active EE | $1,278 | $5,103-74.9% | $4,645-72.5% | $4,762-73.2% |
| Participant deferral / active EE | $2,469 | $7,182-65.6% | $6,842-63.9% | $5,983-58.7% |
| Admin fee / account holder | $1,323 | $10,808-87.8% | $9,310-85.8% | $11,248-88.2% |