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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 | $7,094 | $108,882-93.5% | $96,754-92.7% | $154,746-95.4% |
| Participation rate | 57.9% | 75.1%-17.2pp | 70.3%-12.4pp | 80.7%-22.8pp |
| Annual return | 17.18% | 98.39%-81.2pp | 82.04%-64.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $922 | $3,018-69.4% | $2,679-65.6% | $4,379-78.9% |
| Participant deferral / active EE | $1,692 | $5,323-68.2% | $4,758-64.4% | $6,730-74.9% |
| Admin fee / account holder | $1,864 | $10,200-81.7% | $8,905-79.1% | $14,365-87.0% |