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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 | $8,898 | $129,737-93.1% | $119,126-92.5% | $154,746-94.2% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 16.00% | 379.08%-363.1pp | 282.11%-266.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,956 | $4,375-55.3% | $4,034-51.5% | $4,379-55.3% |
| Participant deferral / active EE | $1,963 | $5,842-66.4% | $5,318-63.1% | $6,730-70.8% |
| Admin fee / account holder | $1,355 | $11,961-88.7% | $10,693-87.3% | $14,365-90.6% |