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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 | $7,960 | $180,749-95.6% | $160,784-95.0% | $137,256-94.2% |
| Participation rate | 68.2% | 80.0%-11.8pp | 77.0%-8.8pp | 80.0%-11.8pp |
| Annual return | 13.70% | 2234.46%-2220.8pp | 1803.92%-1790.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,827 | $6,844-73.3% | $6,293-71.0% | $6,407-71.5% |
| Admin fee / account holder | $1,455 | $10,397-86.0% | $9,717-85.0% | $12,270-88.1% |