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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 | $7,067 | $162,529-95.7% | $130,788-94.6% | $154,746-95.4% |
| Participation rate | 44.4% | 75.9%-31.4pp | 70.1%-25.7pp | 80.7%-36.3pp |
| Annual return | 18.00% | 510.48%-492.5pp | 386.44%-368.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $898 | $4,447-79.8% | $3,558-74.8% | $4,379-79.5% |
| Participant deferral / active EE | $1,041 | $4,808-78.4% | $4,137-74.8% | $6,730-84.5% |
| Admin fee / account holder | $2,919 | $7,669-61.9% | $6,673-56.3% | $14,365-79.7% |