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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 | $7,216 | $104,937-93.1% | $84,628-91.5% | $152,897-95.3% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 21.80% | 373.88%-352.1pp | 258.80%-237.0pp | 345.43%-323.6pp |
| Employer contribution / active EE | $1,249 | $3,303-62.2% | $2,653-52.9% | $4,764-73.8% |
| Participant deferral / active EE | $1,561 | $4,690-66.7% | $3,900-60.0% | $5,851-73.3% |
| Admin fee / account holder | $1,694 | $6,243-72.9% | $4,914-65.5% | $11,599-85.4% |