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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 | $8,725 | $114,119-92.4% | $107,187-91.9% | $138,895-93.7% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 18.74% | 273.21%-254.5pp | 204.55%-185.8pp | 145.39%-126.7pp |
| Employer contribution / active EE | $966 | $4,059-76.2% | $3,782-74.5% | $4,194-77.0% |
| Participant deferral / active EE | $1,951 | $5,538-64.8% | $5,096-61.7% | $6,396-69.5% |
| Admin fee / account holder | $8,626 | $10,024-13.9% | $9,162-5.9% | $12,562-31.3% |