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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 | $8,513 | $176,105-95.2% | $159,474-94.7% | $167,536-94.9% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 14.32% | 331.91%-317.6pp | 263.68%-249.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $1,527 | $5,299-71.2% | $4,831-68.4% | $4,839-68.4% |
| Participant deferral / active EE | $4,542 | $7,751-41.4% | $7,353-38.2% | $6,342-28.4% |
| Admin fee / account holder | $715 | $12,559-94.3% | $10,802-93.4% | $12,315-94.2% |