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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 | $8,853 | $157,304-94.4% | $141,197-93.7% | $152,909-94.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 40.38% | 64.34%-24.0pp | 71.41%-31.0pp | 345.46%-305.1pp |
| Employer contribution / active EE | $1,163 | $5,263-77.9% | $4,736-75.5% | $4,764-75.6% |
| Participant deferral / active EE | $2,870 | $7,111-59.6% | $6,710-57.2% | $5,851-51.0% |
| Admin fee / account holder | $933 | $12,126-92.3% | $10,265-90.9% | $11,601-92.0% |