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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 | $8,244 | $114,093-92.8% | $96,171-91.4% | $167,536-95.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 17.46% | 190.00%-172.5pp | 192.04%-174.6pp | 478.82%-461.4pp |
| Employer contribution / active EE | $1,148 | $3,429-66.5% | $2,799-59.0% | $4,839-76.3% |
| Participant deferral / active EE | $1,990 | $5,197-61.7% | $4,350-54.3% | $6,342-68.6% |
| Admin fee / account holder | $731 | $6,899-89.4% | $5,538-86.8% | $12,315-94.1% |