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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 | $8,859 | $108,897-91.9% | $100,378-91.2% | $145,877-93.9% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 13.16% | 58.17%-45.0pp | 49.41%-36.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,656 | $4,420-62.5% | $3,942-58.0% | $4,663-64.5% |
| Participant deferral / active EE | $2,304 | $8,455-72.7% | $8,087-71.5% | $6,691-65.6% |
| Admin fee / account holder | $1,063 | $9,690-89.0% | $7,899-86.5% | $13,402-92.1% |