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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 | $7,567 | $100,895-92.5% | $90,430-91.6% | $158,950-95.2% |
| Participation rate | 23.5% | 75.0%-51.5pp | 72.7%-49.2pp | 82.0%-58.4pp |
| Annual return | 8.36% | 1725.54%-1717.2pp | 1293.73%-1285.4pp | 302.91%-294.6pp |
| Employer contribution / active EE | $845 | $3,689-77.1% | $3,262-74.1% | $4,762-82.3% |
| Participant deferral / active EE | $1,174 | $4,347-73.0% | $3,963-70.4% | $5,983-80.4% |
| Admin fee / account holder | $9,857 | $6,505+51.5% | $5,613+75.6% | $11,248-12.4% |