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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 | $9,476 | $154,193-93.9% | $130,045-92.7% | $139,466-93.2% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 34.89% | 32.51%+2.4pp | -137.30%+172.2pp | 373.66%-338.8pp |
| Employer contribution / active EE | $1,793 | $5,292-66.1% | $4,321-58.5% | $4,754-62.3% |
| Participant deferral / active EE | $2,155 | $6,709-67.9% | $5,820-63.0% | $6,712-67.9% |
| Admin fee / account holder | $1,009 | $13,989-92.8% | $10,600-90.5% | $11,409-91.2% |