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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 | $7,985 | $111,787-92.9% | $93,681-91.5% | $145,978-94.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 16.51% | 203.52%-187.0pp | 133.47%-117.0pp | 550.52%-534.0pp |
| Employer contribution / active EE | $2,345 | $3,093-24.2% | $2,422-3.2% | $4,662-49.7% |
| Participant deferral / active EE | $2,943 | $4,918-40.2% | $4,415-33.3% | $6,690-56.0% |
| Admin fee / account holder | $1,349 | $10,256-86.9% | $8,290-83.7% | $13,400-89.9% |