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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 | $7,461 | $125,778-94.1% | $114,563-93.5% | $154,746-95.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.9%-12.9pp | 80.7%-20.7pp |
| Annual return | 28.11% | 295.14%-267.0pp | 241.09%-213.0pp | 172.34%-144.2pp |
| Employer contribution / active EE | $838 | $2,806-70.1% | $2,592-67.7% | $4,379-80.9% |
| Participant deferral / active EE | $862 | $4,445-80.6% | $4,142-79.2% | $6,730-87.2% |
| Admin fee / account holder | $1,274 | $8,190-84.4% | $7,623-83.3% | $14,365-91.1% |