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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 | $8,425 | $165,361-94.9% | $149,715-94.4% | $158,950-94.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 26.81% | 348.24%-321.4pp | 276.66%-249.8pp | 302.91%-276.1pp |
| Employer contribution / active EE | $1,202 | $5,103-76.5% | $4,645-74.1% | $4,762-74.8% |
| Participant deferral / active EE | $2,800 | $7,182-61.0% | $6,842-59.1% | $5,983-53.2% |
| Admin fee / account holder | $6,977 | $10,808-35.5% | $9,310-25.1% | $11,248-38.0% |