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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 | $8,083 | $99,017-91.8% | $86,587-90.7% | $147,585-94.5% |
| Participation rate | 38.5% | 76.3%-37.9pp | 73.5%-35.1pp | 82.8%-44.4pp |
| Annual return | 16.64% | 1312.37%-1295.7pp | 964.86%-948.2pp | 578.56%-561.9pp |
| Employer contribution / active EE | $304 | $3,132-90.3% | $2,839-89.3% | $4,876-93.8% |
| Participant deferral / active EE | $739 | $3,972-81.4% | $3,609-79.5% | $5,439-86.4% |
| Admin fee / account holder | $970 | $5,710-83.0% | $4,906-80.2% | $10,885-91.1% |