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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 | $7,817 | $99,011-92.1% | $86,582-91.0% | $147,586-94.7% |
| Participation rate | 63.2% | 76.3%-13.2pp | 73.5%-10.4pp | 82.8%-19.7pp |
| Annual return | 25.31% | 1312.75%-1287.4pp | 965.08%-939.8pp | 578.59%-553.3pp |
| Employer contribution / active EE | $522 | $3,132-83.3% | $2,839-81.6% | $4,876-89.3% |
| Participant deferral / active EE | $1,219 | $3,972-69.3% | $3,609-66.2% | $5,439-77.6% |
| Admin fee / account holder | $500 | $5,709-91.2% | $4,904-89.8% | $10,886-95.4% |