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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 | $8,384 | $176,077-95.2% | $159,455-94.7% | $167,518-95.0% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 18.29% | 331.83%-313.5pp | 263.63%-245.3pp | 478.71%-460.4pp |
| Employer contribution / active EE | $1,594 | $5,298-69.9% | $4,830-67.0% | $4,838-67.1% |
| Participant deferral / active EE | $2,859 | $7,751-63.1% | $7,353-61.1% | $6,342-54.9% |
| Admin fee / account holder | $1,787 | $12,556-85.8% | $10,800-83.5% | $12,312-85.5% |