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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 | $9,226 | $175,259-94.7% | $149,723-93.8% | $139,487-93.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 17.04% | 166.82%-149.8pp | 134.50%-117.5pp | 373.84%-356.8pp |
| Employer contribution / active EE | $2,255 | $5,478-58.8% | $4,821-53.2% | $4,755-52.6% |
| Participant deferral / active EE | $3,582 | $6,522-45.1% | $5,682-37.0% | $6,713-46.6% |
| Admin fee / account holder | $1,269 | $16,158-92.1% | $13,215-90.4% | $11,407-88.9% |