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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 | $7,991 | $169,336-95.3% | $129,384-93.8% | $145,884-94.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 8.27% | 14408.70%-14400.4pp | 9461.77%-9453.5pp | 551.85%-543.6pp |
| Employer contribution / active EE | $574 | $5,540-89.6% | $4,153-86.2% | $4,662-87.7% |
| Participant deferral / active EE | $1,839 | $4,985-63.1% | $4,166-55.9% | $6,690-72.5% |
| Admin fee / account holder | $4,816 | $9,912-51.4% | $7,686-37.3% | $13,392-64.0% |