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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 | $7,013 | $183,539-96.2% | $155,556-95.5% | $145,897-95.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.39% | 61.31%-50.9pp | 64.84%-54.4pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,288 | $5,315-57.0% | $4,675-51.1% | $4,663-50.9% |
| Participant deferral / active EE | $2,630 | $6,467-59.3% | $5,631-53.3% | $6,689-60.7% |
| Admin fee / account holder | $27,403 | $19,275+42.2% | $15,885+72.5% | $13,390+104.6% |