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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 | $7,767 | $169,361-95.4% | $129,397-94.0% | $145,877-94.7% |
| Participation rate | 45.8% | 76.5%-30.6pp | 69.6%-23.8pp | 80.3%-34.5pp |
| Annual return | 13.29% | 14395.54%-14382.3pp | 9453.98%-9440.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $501 | $5,542-91.0% | $4,154-87.9% | $4,663-89.3% |
| Participant deferral / active EE | $675 | $4,987-86.5% | $4,167-83.8% | $6,691-89.9% |
| Admin fee / account holder | $2,507 | $9,903-74.7% | $7,679-67.4% | $13,402-81.3% |