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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 | $8,717 | $124,336-93.0% | $111,303-92.2% | $167,518-94.8% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 12.45% | 37.45%-25.0pp | 54.66%-42.2pp | 478.71%-466.3pp |
| Employer contribution / active EE | $758 | $3,436-78.0% | $2,731-72.3% | $4,838-84.3% |
| Participant deferral / active EE | $2,174 | $5,181-58.0% | $4,487-51.6% | $6,342-65.7% |
| Admin fee / account holder | $416 | $10,623-96.1% | $7,966-94.8% | $12,312-96.6% |