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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 | $9,515 | $129,737-92.7% | $119,126-92.0% | $154,746-93.9% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 29.09% | 379.08%-350.0pp | 282.11%-253.0pp | 172.34%-143.2pp |
| Employer contribution / active EE | $1,955 | $4,375-55.3% | $4,034-51.5% | $4,379-55.4% |
| Participant deferral / active EE | $3,714 | $5,842-36.4% | $5,318-30.2% | $6,730-44.8% |
| Admin fee / account holder | $336 | $11,961-97.2% | $10,693-96.9% | $14,365-97.7% |