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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 | $9,486 | $160,070-94.1% | $147,117-93.6% | $145,897-93.5% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.2pp |
| Annual return | 13.35% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,544 | $5,285-70.8% | $4,932-68.7% | $4,663-66.9% |
| Participant deferral / active EE | $2,690 | $8,419-68.0% | $8,065-66.6% | $6,689-59.8% |
| Admin fee / account holder | $1,732 | $15,035-88.5% | $12,993-86.7% | $13,390-87.1% |