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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 | $7,260 | $112,915-93.6% | $90,965-92.0% | $158,950-95.4% |
| Participation rate | 61.5% | 74.7%-13.2pp | 69.0%-7.5pp | 82.0%-20.4pp |
| Annual return | 21.50% | 215.75%-194.2pp | 134.57%-113.1pp | 302.91%-281.4pp |
| Employer contribution / active EE | $639 | $2,894-77.9% | $2,122-69.9% | $4,762-86.6% |
| Participant deferral / active EE | $1,360 | $4,128-67.0% | $3,373-59.7% | $5,983-77.3% |
| Admin fee / account holder | $1,042 | $8,044-87.0% | $5,960-82.5% | $11,248-90.7% |