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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 | $6,826 | $100,938-93.2% | $90,461-92.5% | $158,982-95.7% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 11.04% | 1727.20%-1716.2pp | 1294.76%-1283.7pp | 302.99%-292.0pp |
| Employer contribution / active EE | $417 | $3,691-88.7% | $3,264-87.2% | $4,763-91.3% |
| Participant deferral / active EE | $1,149 | $4,350-73.6% | $3,964-71.0% | $5,983-80.8% |
| Admin fee / account holder | $1,231 | $6,510-81.1% | $5,617-78.1% | $11,252-89.1% |