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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 | $8,382 | $156,398-94.6% | $147,318-94.3% | $138,895-94.0% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 30.89% | 78.75%-47.9pp | 70.43%-39.5pp | 145.39%-114.5pp |
| Employer contribution / active EE | $1,204 | $4,853-75.2% | $4,593-73.8% | $4,194-71.3% |
| Participant deferral / active EE | $3,054 | $8,237-62.9% | $7,906-61.4% | $6,396-52.3% |
| Admin fee / account holder | $23,116 | $14,976+54.4% | $13,708+68.6% | $12,562+84.0% |