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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 | $6,955 | $111,878-93.8% | $93,727-92.6% | $145,897-95.2% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.2pp |
| Annual return | 9.49% | 204.28%-194.8pp | 133.83%-124.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,260 | $3,092-59.3% | $2,421-48.0% | $4,663-73.0% |
| Participant deferral / active EE | $1,328 | $4,920-73.0% | $4,417-69.9% | $6,689-80.1% |
| Admin fee / account holder | $6,332 | $10,256-38.3% | $8,292-23.6% | $13,390-52.7% |