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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 | $7,439 | $148,623-95.0% | $135,974-94.5% | $139,466-94.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 46.72% | 79.30%-32.6pp | 68.30%-21.6pp | 373.66%-326.9pp |
| Employer contribution / active EE | $2,018 | $5,246-61.5% | $4,859-58.5% | $4,754-57.5% |
| Participant deferral / active EE | $4,726 | $8,103-41.7% | $7,760-39.1% | $6,712-29.6% |
| Admin fee / account holder | $1,996 | $12,406-83.9% | $10,767-81.5% | $11,409-82.5% |