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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 | $7,816 | $115,810-93.3% | $101,271-92.3% | $158,966-95.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 32.89% | 56.15%-23.3pp | 46.48%-13.6pp | 302.95%-270.1pp |
| Employer contribution / active EE | $6,821 | $4,175+63.4% | $3,660+86.4% | $4,762+43.2% |
| Participant deferral / active EE | $7,727 | $4,958+55.8% | $4,371+76.8% | $5,983+29.2% |
| Admin fee / account holder | $1,630 | $7,248-77.5% | $5,948-72.6% | $11,250-85.5% |