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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 | $7,066 | $99,011-92.9% | $86,582-91.8% | $147,586-95.2% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 20.42% | 1312.75%-1292.3pp | 965.08%-944.7pp | 578.59%-558.2pp |
| Employer contribution / active EE | $501 | $3,132-84.0% | $2,839-82.3% | $4,876-89.7% |
| Participant deferral / active EE | $598 | $3,972-85.0% | $3,609-83.4% | $5,439-89.0% |
| Admin fee / account holder | $1,307 | $5,709-77.1% | $4,904-73.3% | $10,886-88.0% |