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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 | $7,168 | $129,737-94.5% | $119,126-94.0% | $154,746-95.4% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 20.10% | 379.08%-359.0pp | 282.11%-262.0pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,149 | $4,375-73.7% | $4,034-71.5% | $4,379-73.8% |
| Participant deferral / active EE | $1,931 | $5,842-66.9% | $5,318-63.7% | $6,730-71.3% |
| Admin fee / account holder | $793 | $11,961-93.4% | $10,693-92.6% | $14,365-94.5% |