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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 | $8,694 | $175,257-95.0% | $149,717-94.2% | $139,456-93.8% |
| Participation rate | 64.3% | 83.4%-19.1pp | 78.8%-14.5pp | 80.3%-16.0pp |
| Annual return | 11.24% | 166.70%-155.5pp | 134.41%-123.2pp | 373.45%-362.2pp |
| Employer contribution / active EE | $1,496 | $5,477-72.7% | $4,820-69.0% | $4,753-68.5% |
| Participant deferral / active EE | $4,040 | $6,521-38.0% | $5,682-28.9% | $6,711-39.8% |
| Admin fee / account holder | $11,464 | $16,156-29.0% | $13,213-13.2% | $11,407+0.5% |