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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 | $6,995 | $176,402-96.0% | $134,162-94.8% | $158,982-95.6% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 11.37% | 63.66%-52.3pp | 36.35%-25.0pp | 302.99%-291.6pp |
| Employer contribution / active EE | $369 | $5,042-92.7% | $3,705-90.0% | $4,763-92.2% |
| Participant deferral / active EE | $958 | $4,093-76.6% | $3,500-72.6% | $5,983-84.0% |
| Admin fee / account holder | $2,279 | $8,719-73.9% | $6,685-65.9% | $11,252-79.7% |