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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 | $8,627 | $103,008-91.6% | $90,304-90.4% | $152,897-94.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 26.97% | 95.22%-68.3pp | 78.13%-51.2pp | 345.43%-318.5pp |
| Employer contribution / active EE | $785 | $3,139-75.0% | $2,855-72.5% | $4,764-83.5% |
| Participant deferral / active EE | $1,013 | $4,281-76.3% | $3,885-73.9% | $5,851-82.7% |
| Admin fee / account holder | $305 | $6,175-95.1% | $5,354-94.3% | $11,599-97.4% |