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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 | $7,774 | $129,737-94.0% | $119,126-93.5% | $154,746-95.0% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 15.49% | 379.08%-363.6pp | 282.11%-266.6pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,619 | $4,375-63.0% | $4,034-59.9% | $4,379-63.0% |
| Participant deferral / active EE | $2,203 | $5,842-62.3% | $5,318-58.6% | $6,730-67.3% |
| Admin fee / account holder | $2,420 | $11,961-79.8% | $10,693-77.4% | $14,365-83.2% |