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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 | $8,589 | $104,937-91.8% | $84,628-89.9% | $152,897-94.4% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 28.88% | 373.88%-345.0pp | 258.80%-229.9pp | 345.43%-316.6pp |
| Employer contribution / active EE | $956 | $3,303-71.1% | $2,653-64.0% | $4,764-79.9% |
| Participant deferral / active EE | $2,205 | $4,690-53.0% | $3,900-43.5% | $5,851-62.3% |
| Admin fee / account holder | $629 | $6,243-89.9% | $4,914-87.2% | $11,599-94.6% |