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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 | $9,135 | $289,211-96.8% | $260,467-96.5% | $198,609-95.4% |
| Participation rate | 66.7% | 83.1%-16.4pp | 80.5%-13.8pp | 82.4%-15.7pp |
| Annual return | 14.28% | 112.90%-98.6pp | 100.60%-86.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $1,297 | $4,663-72.2% | $4,239-69.4% | $5,055-74.4% |
| Participant deferral / active EE | $1,737 | $6,812-74.5% | $6,319-72.5% | $6,977-75.1% |
| Admin fee / account holder | $6,382 | $16,236-60.7% | $15,461-58.7% | $19,030-66.5% |