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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 | $7,561 | $125,190-94.0% | $105,624-92.8% | $145,897-94.8% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 15.88% | 225.22%-209.3pp | 116.20%-100.3pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,366 | $3,720-36.4% | $3,168-25.3% | $4,663-49.3% |
| Participant deferral / active EE | $2,366 | $5,716-58.6% | $5,013-52.8% | $6,689-64.6% |
| Admin fee / account holder | $1,869 | $17,138-89.1% | $10,961-83.0% | $13,390-86.0% |