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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 | $7,677 | $111,830-93.1% | $93,696-91.8% | $145,884-94.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 13.86% | 204.08%-190.2pp | 133.74%-119.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $630 | $3,093-79.6% | $2,422-74.0% | $4,662-86.5% |
| Participant deferral / active EE | $1,260 | $4,920-74.4% | $4,417-71.5% | $6,690-81.2% |
| Admin fee / account holder | $902 | $10,249-91.2% | $8,287-89.1% | $13,392-93.3% |