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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 | $111,535-93.1% | $105,223-92.7% | $137,256-94.4% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 27.55% | 237.85%-210.3pp | 180.65%-153.1pp | 220.34%-192.8pp |
| Employer contribution / active EE | $3,272 | $3,939-16.9% | $3,689-11.3% | $4,156-21.3% |
| Participant deferral / active EE | $4,786 | $5,500-13.0% | $5,072-5.6% | $6,407-25.3% |
| Admin fee / account holder | $552 | $9,721-94.3% | $8,859-93.8% | $12,270-95.5% |