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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 | $8,892 | $103,038-91.4% | $90,324-90.2% | $152,909-94.2% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 36.96% | 95.25%-58.3pp | 78.15%-41.2pp | 345.46%-308.5pp |
| Employer contribution / active EE | $2,160 | $3,141-31.2% | $2,856-24.4% | $4,764-54.7% |
| Participant deferral / active EE | $3,737 | $4,282-12.7% | $3,885-3.8% | $5,851-36.1% |
| Admin fee / account holder | $396 | $6,177-93.6% | $5,356-92.6% | $11,601-96.6% |