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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 | $111,830-92.4% | $93,696-90.9% | $145,884-94.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.57% | 204.08%-195.5pp | 133.74%-125.2pp | 551.85%-543.3pp |
| Employer contribution / active EE | $975 | $3,093-68.5% | $2,422-59.7% | $4,662-79.1% |
| Participant deferral / active EE | $1,794 | $4,920-63.5% | $4,417-59.4% | $6,690-73.2% |
| Admin fee / account holder | $24,551 | $10,249+139.5% | $8,287+196.3% | $13,392+83.3% |