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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 | $7,315 | $160,070-95.4% | $147,117-95.0% | $145,897-95.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 21.20% | 98.69%-77.5pp | 420.54%-399.3pp | 552.29%-531.1pp |
| Employer contribution / active EE | $1,461 | $5,285-72.4% | $4,932-70.4% | $4,663-68.7% |
| Participant deferral / active EE | $3,906 | $8,419-53.6% | $8,065-51.6% | $6,689-41.6% |
| Admin fee / account holder | $11,248 | $15,035-25.2% | $12,993-13.4% | $13,390-16.0% |