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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 | $7,683 | $99,031-92.2% | $86,597-91.1% | $147,585-94.8% |
| Participation rate | 26.7% | 76.3%-49.7pp | 73.5%-46.9pp | 82.8%-56.2pp |
| Annual return | 10.54% | 1312.56%-1302.0pp | 964.96%-954.4pp | 578.57%-568.0pp |
| Employer contribution / active EE | $524 | $3,132-83.3% | $2,840-81.6% | $4,876-89.3% |
| Participant deferral / active EE | $693 | $3,972-82.5% | $3,609-80.8% | $5,439-87.3% |
| Admin fee / account holder | $5,386 | $5,711-5.7% | $4,906+9.8% | $10,885-50.5% |