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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 | $7,653 | $108,882-93.0% | $96,754-92.1% | $154,746-95.1% |
| Participation rate | 68.4% | 75.1%-6.7pp | 70.3%-1.9pp | 80.7%-12.3pp |
| Annual return | 20.63% | 98.39%-77.8pp | 82.04%-61.4pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,497 | $3,018-50.4% | $2,679-44.1% | $4,379-65.8% |
| Participant deferral / active EE | $1,978 | $5,323-62.8% | $4,758-58.4% | $6,730-70.6% |
| Admin fee / account holder | $368 | $10,200-96.4% | $8,905-95.9% | $14,365-97.4% |