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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 | $3,844 | $99,053-96.1% | $88,179-95.6% | $138,895-97.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 10.82% | 78.17%-67.4pp | 64.97%-54.2pp | 145.39%-134.6pp |
| Employer contribution / active EE | $360 | $2,882-87.5% | $2,549-85.9% | $4,194-91.4% |
| Participant deferral / active EE | $1,320 | $5,225-74.7% | $4,614-71.4% | $6,396-79.4% |
| Admin fee / account holder | $8,890 | $8,748+1.6% | $7,673+15.9% | $12,562-29.2% |