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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 | $8,609 | $106,247-91.9% | $96,515-91.1% | $139,466-93.8% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.3%-38.0pp | 80.3%-44.0pp |
| Annual return | 68.27% | 38.47%+29.8pp | 35.73%+32.5pp | 373.66%-305.4pp |
| Employer contribution / active EE | $1,187 | $4,106-71.1% | $3,740-68.3% | $4,754-75.0% |
| Participant deferral / active EE | $1,868 | $5,456-65.8% | $4,880-61.7% | $6,712-72.2% |
| Admin fee / account holder | $1,155 | $7,885-85.4% | $6,735-82.9% | $11,409-89.9% |