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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 | $10,304 | $171,492-94.0% | $150,734-93.2% | $198,609-94.8% |
| Participation rate | 58.3% | 81.4%-23.1pp | 78.4%-20.1pp | 82.4%-24.0pp |
| Annual return | 7.17% | 804.70%-797.5pp | 600.81%-593.6pp | 202.70%-195.5pp |
| Employer contribution / active EE | $2,365 | $5,470-56.8% | $4,918-51.9% | $5,055-53.2% |
| Participant deferral / active EE | $2,607 | $6,259-58.3% | $5,610-53.5% | $6,977-62.6% |
| Admin fee / account holder | $1,371 | $17,628-92.2% | $14,905-90.8% | $19,030-92.8% |