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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 | $9,579 | $190,879-95.0% | $160,009-94.0% | $134,532-92.9% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | 1.26% | 552.63%-551.4pp | 408.85%-407.6pp | 418.27%-417.0pp |
| Employer contribution / active EE | $2,727 | $4,995-45.4% | $4,225-35.5% | $4,741-42.5% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,371 | $10,495+36.9% | $8,715+64.9% | $11,429+25.7% |