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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 | $8,423 | $104,924-92.0% | $84,623-90.0% | $152,885-94.5% |
| Participation rate | 37.5% | 74.8%-37.3pp | 68.2%-30.7pp | 82.5%-45.0pp |
| Annual return | 37.05% | 373.82%-336.8pp | 258.77%-221.7pp | 345.39%-308.3pp |
| Employer contribution / active EE | $762 | $3,302-76.9% | $2,652-71.3% | $4,763-84.0% |
| Participant deferral / active EE | $2,425 | $4,689-48.3% | $3,899-37.8% | $5,851-58.5% |
| Admin fee / account holder | $1,180 | $6,242-81.1% | $4,913-76.0% | $11,598-89.8% |