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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 | $8,181 | $183,539-95.5% | $155,556-94.7% | $145,897-94.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 38.30% | 61.31%-23.0pp | 64.84%-26.5pp | 552.29%-514.0pp |
| Employer contribution / active EE | $2,223 | $5,315-58.2% | $4,675-52.4% | $4,663-52.3% |
| Participant deferral / active EE | $3,949 | $6,467-38.9% | $5,631-29.9% | $6,689-41.0% |
| Admin fee / account holder | $3,900 | $19,275-79.8% | $15,885-75.5% | $13,390-70.9% |