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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 | $7,682 | $129,737-94.1% | $119,126-93.6% | $154,746-95.0% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 27.55% | 379.08%-351.5pp | 282.11%-254.6pp | 172.34%-144.8pp |
| Employer contribution / active EE | $3,272 | $4,375-25.2% | $4,034-18.9% | $4,379-25.3% |
| Participant deferral / active EE | $4,786 | $5,842-18.1% | $5,318-10.0% | $6,730-28.9% |
| Admin fee / account holder | $552 | $11,961-95.4% | $10,693-94.8% | $14,365-96.2% |