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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 | $8,619 | $103,000-91.6% | $90,300-90.5% | $152,885-94.4% |
| Participation rate | 40.9% | 75.9%-35.0pp | 73.3%-32.4pp | 82.5%-41.5pp |
| Annual return | 21.82% | 95.19%-73.4pp | 78.11%-56.3pp | 345.39%-323.6pp |
| Employer contribution / active EE | $425 | $3,138-86.5% | $2,854-85.1% | $4,763-91.1% |
| Participant deferral / active EE | $995 | $4,281-76.8% | $3,884-74.4% | $5,851-83.0% |
| Admin fee / account holder | $1,995 | $6,173-67.7% | $5,353-62.7% | $11,598-82.8% |