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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 | $7,832 | $109,344-92.8% | $89,400-91.2% | $158,950-95.1% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.0%-6.4pp | 82.0%-20.4pp |
| Annual return | 6.75% | 345.73%-339.0pp | 245.64%-238.9pp | 302.91%-296.2pp |
| Employer contribution / active EE | $923 | $3,170-70.9% | $2,586-64.3% | $4,762-80.6% |
| Participant deferral / active EE | $2,640 | $4,599-42.6% | $3,890-32.2% | $5,983-55.9% |
| Admin fee / account holder | $13,287 | $6,154+115.9% | $4,882+172.2% | $11,248+18.1% |