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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 | $125,237-94.0% | $105,608-92.8% | $145,877-94.8% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 15.88% | 225.76%-209.9pp | 116.50%-100.6pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,366 | $3,720-36.4% | $3,167-25.3% | $4,663-49.3% |
| Participant deferral / active EE | $2,366 | $5,711-58.6% | $5,010-52.8% | $6,691-64.6% |
| Admin fee / account holder | $1,869 | $17,287-89.2% | $11,028-83.1% | $13,402-86.1% |