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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 | $10,941 | $99,009-88.9% | $86,581-87.4% | $147,585-92.6% |
| Participation rate | 16.7% | 76.3%-59.7pp | 73.5%-56.9pp | 82.8%-66.2pp |
| Annual return | 23.54% | 1312.70%-1289.2pp | 965.06%-941.5pp | 578.58%-555.0pp |
| Employer contribution / active EE | $529 | $3,132-83.1% | $2,840-81.4% | $4,876-89.2% |
| Participant deferral / active EE | $2,135 | $3,972-46.3% | $3,609-40.8% | $5,439-60.7% |
| Admin fee / account holder | $15,788 | $5,709+176.6% | $4,904+221.9% | $10,886+45.0% |