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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 | $9,551 | $99,009-90.4% | $86,581-89.0% | $147,585-93.5% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 17.10% | 1312.70%-1295.6pp | 965.06%-948.0pp | 578.58%-561.5pp |
| Employer contribution / active EE | $1,368 | $3,132-56.3% | $2,840-51.8% | $4,876-71.9% |
| Participant deferral / active EE | $2,185 | $3,972-45.0% | $3,609-39.4% | $5,439-59.8% |
| Admin fee / account holder | $3,317 | $5,709-41.9% | $4,904-32.4% | $10,886-69.5% |