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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 | $8,305 | $102,635-91.9% | $86,209-90.4% | $139,456-94.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 12.40% | 1923.53%-1911.1pp | 1169.05%-1156.7pp | 373.45%-361.1pp |
| Employer contribution / active EE | $1,335 | $3,034-56.0% | $2,381-43.9% | $4,753-71.9% |
| Participant deferral / active EE | $2,670 | $4,677-42.9% | $3,986-33.0% | $6,711-60.2% |
| Admin fee / account holder | $6,259 | $8,661-27.7% | $6,853-8.7% | $11,407-45.1% |