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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 | $7,186 | $114,093-93.7% | $96,171-92.5% | $167,536-95.7% |
| Participation rate | 54.5% | 75.1%-20.5pp | 68.4%-13.9pp | 82.1%-27.6pp |
| Annual return | 11.71% | 190.00%-178.3pp | 192.04%-180.3pp | 478.82%-467.1pp |
| Employer contribution / active EE | $1,155 | $3,429-66.3% | $2,799-58.7% | $4,839-76.1% |
| Participant deferral / active EE | $1,613 | $5,197-69.0% | $4,350-62.9% | $6,342-74.6% |
| Admin fee / account holder | $1,500 | $6,899-78.3% | $5,538-72.9% | $12,315-87.8% |