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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 | $8,441 | $208,088-95.9% | $186,193-95.5% | $154,746-94.5% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 19.71% | 89.97%-70.3pp | 78.03%-58.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,028 | $4,340-76.3% | $3,918-73.8% | $4,379-76.5% |
| Participant deferral / active EE | $1,506 | $7,078-78.7% | $6,513-76.9% | $6,730-77.6% |
| Admin fee / account holder | $9,486 | $11,698-18.9% | $11,058-14.2% | $14,365-34.0% |