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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 | $9,176 | $150,447-93.9% | $136,298-93.3% | $147,586-93.8% |
| Participation rate | 61.9% | 84.4%-22.5pp | 81.9%-20.0pp | 82.8%-20.9pp |
| Annual return | 71.70% | 1049.15%-977.5pp | 5156.27%-5084.6pp | 578.59%-506.9pp |
| Employer contribution / active EE | $1,002 | $5,256-80.9% | $4,696-78.7% | $4,876-79.5% |
| Participant deferral / active EE | $2,596 | $6,631-60.8% | $6,247-58.4% | $5,439-52.3% |
| Admin fee / account holder | $434 | $10,906-96.0% | $9,244-95.3% | $10,886-96.0% |