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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 | $8,104 | $102,663-92.1% | $86,216-90.6% | $139,466-94.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 12.61% | 1924.52%-1911.9pp | 1169.42%-1156.8pp | 373.66%-361.1pp |
| Employer contribution / active EE | $573 | $3,035-81.1% | $2,382-75.9% | $4,754-87.9% |
| Participant deferral / active EE | $1,337 | $4,677-71.4% | $3,986-66.5% | $6,712-80.1% |
| Admin fee / account holder | $3,740 | $8,663-56.8% | $6,853-45.4% | $11,409-67.2% |