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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 | $8,526 | $111,878-92.4% | $93,727-90.9% | $145,897-94.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.57% | 204.28%-195.7pp | 133.83%-125.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $975 | $3,092-68.5% | $2,421-59.7% | $4,663-79.1% |
| Participant deferral / active EE | $1,794 | $4,920-63.5% | $4,417-59.4% | $6,689-73.2% |
| Admin fee / account holder | $24,551 | $10,256+139.4% | $8,292+196.1% | $13,390+83.3% |