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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 | $7,188 | $111,535-93.6% | $105,223-93.2% | $137,256-94.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 35.51% | 237.85%-202.3pp | 180.65%-145.1pp | 220.34%-184.8pp |
| Employer contribution / active EE | $1,516 | $3,939-61.5% | $3,689-58.9% | $4,156-63.5% |
| Participant deferral / active EE | $1,626 | $5,500-70.4% | $5,072-67.9% | $6,407-74.6% |
| Admin fee / account holder | $1,455 | $9,721-85.0% | $8,859-83.6% | $12,270-88.1% |