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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 | $10,931 | $97,732-88.8% | $83,831-87.0% | $135,380-91.9% |
| Participation rate | 23.1% | 80.0%-56.9pp | 76.1%-53.1pp | 82.6%-59.6pp |
| Annual return | 7.25% | 1287.56%-1280.3pp | 850.99%-843.7pp | 519.81%-512.6pp |
| Employer contribution / active EE | $1,328 | $4,222-68.5% | $3,631-63.4% | $4,779-72.2% |
| Participant deferral / active EE | $1,516 | $4,683-67.6% | $4,082-62.9% | $5,609-73.0% |
| Admin fee / account holder | $27,693 | $6,675+314.9% | $5,479+405.5% | $10,828+155.8% |